Northeast Financial Consultants’s Dow Inc DOW Stock Holding History

Northeast Financial Consultants’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 Q1	–	Sell	-3,831	Closed	-$210K	–	296
2023 Q4	$210K	Buy	+3,831	New	+$196K	0.01%	264
2023 Q2	–	Sell	-3,728	Closed	-$204K	–	304
2023 Q1	$204K	Buy	+3,728	New	+$210K	0.01%	295
2022 Q3	–	Sell	-4,155	Closed	-$214K	–	342
2022 Q2	$214K	Hold	4,155	–	–	0.01%	305
2022 Q1	$265K	Hold	4,155	–	–	0.02%	325
2021 Q4	$236K	Hold	4,155	–	–	0.01%	312
2021 Q3	$239K	Hold	4,155	–	–	0.02%	310
2021 Q2	$263K	Hold	4,155	–	–	0.02%	301
2021 Q1	$266K	Hold	4,155	–	–	0.02%	286
2020 Q4	$231K	Sell	4,155 -42,800	-91%	-$2.21M	0.02%	291
2020 Q3	$2.21M	Buy	46,955 +253	+0.5%	+$11.4K	0.2%	72
2020 Q2	$1.9M	Hold	46,702	–	–	0.18%	75
2020 Q1	$1.37M	Buy	46,702 +37,000	+381%	+$1.57M	0.15%	88
2019 Q4	$531K	Sell	9,702 -137,666	-93%	-$7.11M	0.05%	179
2019 Q3	$7.02M	Buy	147,368 +139,724	+1,828%	+$6.54M	0.72%	35
2019 Q2	$377K	Buy	+7,644	New	+$404K	0.04%	205

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

Norges Bank Oslo, Norway $1T AUM

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

Northeast Financial Consultants's DOW Position: Q1 2024 in Review

Northeast Financial Consultants sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 3,831 shares — an estimated $210K sold.

Northeast Financial Consultants first reported a position in DOW in Q2 2019 and held it in 15 quarters. The position peaked at $7.02M in Q3 2019. 1,612 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

Northeast Financial Consultants reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
Northeast Financial Consultants sold 3,831 Dow Inc shares in Q1 2024, an estimated $210K.
Northeast Financial Consultants first reported a position in Dow Inc in Q2 2019 and held it in 15 quarters.
Northeast Financial Consultants's Dow Inc position peaked at $7.02M in Q3 2019.
1,612 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Northeast Financial Consultants's 13F filing for Q1 2024, filed 15 May 2024.