MRA Advisory Group’s Dow Inc DOW Stock Holding History

MRA Advisory Group’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	-8,149	Closed	-$420K	–	118
2023 Q3	$420K	Buy	8,149 +3,120	+62%	+$167K	0.3%	64
2023 Q2	$268K	Buy	5,029 +260	+5%	+$13.8K	0.18%	98
2023 Q1	$261K	Buy	+4,769	New	+$268K	0.19%	94

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MRA Advisory Group's DOW Position: Q4 2023 in Review

MRA Advisory Group sold out of Dow Inc (DOW) in Q4 2023, closing a stake of 8,149 shares — an estimated $420K sold.

MRA Advisory Group first reported a position in DOW in Q1 2023 and held it in 3 quarters. The position peaked at $420K in Q3 2023. 1,596 funds tracked by Wall St. Rank hold DOW as of Q4 2023.

MRA Advisory Group reported no remaining Dow Inc position as of Q4 2023 after selling out during the quarter.
MRA Advisory Group sold 8,149 Dow Inc shares in Q4 2023, an estimated $420K.
MRA Advisory Group first reported a position in Dow Inc in Q1 2023 and held it in 3 quarters.
MRA Advisory Group's Dow Inc position peaked at $420K in Q3 2023.
1,596 funds tracked by Wall St. Rank held Dow Inc as of Q4 2023.

Based on MRA Advisory Group's 13F filing for Q4 2023, filed 12 Feb 2024.