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MONECO Advisors’s Dow Inc DOW Stock Holding History

MONECO 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
2024
Q2 		– Sell
-3,804
Closed -$220K – 425
2024
Q1 		$220K Sell
3,804
-678
-15% -$37.5K 0.04% 381
2023
Q4 		$246K Buy
4,482
+313
+8% +$16K 0.05% 323
2023
Q3 		$215K Sell
4,169
-115
-3% -$6.17K 0.06% 307
2023
Q2 		$228K Sell
4,284
-187
-4% -$9.94K 0.06% 298
2023
Q1 		$245K Buy
+4,471
New +$252K 0.07% 281

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

MONECO Advisors's DOW Position: Q2 2024 in Review

MONECO Advisors sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 3,804 shares — an estimated $220K sold.

MONECO Advisors first reported a position in DOW in Q1 2023 and held it in 5 quarters. The position peaked at $246K in Q4 2023. 1,550 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

  • MONECO Advisors reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
  • MONECO Advisors sold 3,804 Dow Inc shares in Q2 2024, an estimated $220K.
  • MONECO Advisors first reported a position in Dow Inc in Q1 2023 and held it in 5 quarters.
  • MONECO Advisors's Dow Inc position peaked at $246K in Q4 2023.
  • 1,550 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on MONECO Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.