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Milestone Investment Advisors’s Dow Inc DOW Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-100
Closed -$5.16K – 213
2023
Q3 		$5.16K Buy
+100
New +$5.37K ﹤0.01% 327
2023
Q2 		– Sell
-100
Closed -$5.48K – 208
2023
Q1 		$5.48K Buy
+100
New +$5.63K ﹤0.01% 325

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Milestone Investment Advisors's DOW Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Dow Inc (DOW) in Q4 2023, closing a stake of 100 shares — an estimated $5.16K sold.

Milestone Investment Advisors first reported a position in DOW in Q1 2023 and held it in 2 quarters. The position peaked at $5.48K in Q1 2023. 1,596 funds tracked by Wall St. Rank hold DOW as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Dow Inc position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 100 Dow Inc shares in Q4 2023, an estimated $5.16K.
  • Milestone Investment Advisors first reported a position in Dow Inc in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Dow Inc position peaked at $5.48K in Q1 2023.
  • 1,596 funds tracked by Wall St. Rank held Dow Inc as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.