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Northern Financial Advisors’s Dow Inc DOW Stock Holding History

Northern Financial 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
Q4 		– Sell
-5,630
Closed -$308K – 110
2024
Q3 		$308K Sell
5,630
-5,752
-51% -$304K 0.23% 89
2024
Q2 		$604K Sell
11,382
-175
-2% -$10K 0.48% 66
2024
Q1 		$669K Buy
11,557
+5,687
+97% +$314K 0.52% 65
2023
Q4 		$322K Sell
5,870
-345
-6% -$17.6K 0.27% 92
2023
Q3 		$320K Buy
6,215
+235
+4% +$12.6K 0.29% 89
2023
Q2 		$318K Buy
5,980
+248
+4% +$13.2K 0.28% 85
2023
Q1 		$314K Buy
5,732
+729
+15% +$41K 0.3% 83
2022
Q4 		$252K Buy
+5,003
New +$244K 0.29% 81

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

Northern Financial Advisors's DOW Position: Q4 2024 in Review

Northern Financial Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 5,630 shares — an estimated $308K sold.

Northern Financial Advisors first reported a position in DOW in Q4 2022 and held it in 8 quarters. The position peaked at $669K in Q1 2024. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Northern Financial Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Northern Financial Advisors sold 5,630 Dow Inc shares in Q4 2024, an estimated $308K.
  • Northern Financial Advisors first reported a position in Dow Inc in Q4 2022 and held it in 8 quarters.
  • Northern Financial Advisors's Dow Inc position peaked at $669K in Q1 2024.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Northern Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.