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Mattern Wealth Management’s Dow Inc DOW Stock Holding History

Mattern Wealth Management’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,901
Closed -$268K – 173
2024
Q3 		$268K Sell
4,901
-616
-11% -$32.5K 0.06% 152
2024
Q2 		$293K Buy
5,517
+300
+6% +$17.1K 0.07% 143
2024
Q1 		$302K Sell
5,217
-70
-1% -$3.87K 0.07% 138
2023
Q4 		$290K Sell
5,287
-600
-10% -$30.7K 0.07% 141
2023
Q3 		$304K Sell
5,887
-648
-10% -$34.8K 0.09% 132
2023
Q2 		$348K Sell
6,535
-891
-12% -$47.4K 0.1% 127
2023
Q1 		$407K Buy
7,426
+1,634
+28% +$91.9K 0.13% 123
2022
Q4 		$292K Buy
5,792
+83
+1% +$4.05K 0.12% 132
2022
Q3 		$251K Buy
5,709
+300
+6% +$15.2K 0.1% 136
2022
Q2 		$279K Hold
5,409
– – 0.11% 124
2022
Q1 		$345K Buy
5,409
+934
+21% +$56.3K 0.11% 115
2021
Q4 		$254K Sell
4,475
-656
-13% -$37.4K 0.07% 154
2021
Q3 		$295K Buy
5,131
+580
+13% +$35.5K 0.1% 137
2021
Q2 		$273K Hold
4,551
– – 0.09% 149
2021
Q1 		$291K Sell
4,551
-50
-1% -$2.99K 0.1% 134
2020
Q4 		$255K Sell
4,601
-1,065
-19% -$55K 0.1% 139
2020
Q3 		$267K Sell
5,666
-2,657
-32% -$119K 0.11% 128
2020
Q2 		$339K Sell
8,323
-1,006
-11% -$36.8K 0.16% 108
2020
Q1 		$273K Buy
9,329
+1,774
+23% +$75.4K 0.2% 101
2019
Q4 		$413K Buy
+7,555
New +$390K 0.25% 101

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mattern Wealth Management's DOW Position: Q4 2024 in Review

Mattern Wealth Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,901 shares — an estimated $268K sold.

Mattern Wealth Management first reported a position in DOW in Q4 2019 and held it in 20 quarters. The position peaked at $413K in Q4 2019. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Mattern Wealth Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Mattern Wealth Management sold 4,901 Dow Inc shares in Q4 2024, an estimated $268K.
  • Mattern Wealth Management first reported a position in Dow Inc in Q4 2019 and held it in 20 quarters.
  • Mattern Wealth Management's Dow Inc position peaked at $413K in Q4 2019.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Mattern Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.