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Northwest Financial Advisors’s Dow Inc DOW Stock Holding History

Northwest 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
-309
Closed -$16.9K – 214
2024
Q3 		$16.9K Buy
+309
New +$16.3K 0.01% 339
2024
Q1 		– Sell
-814
Closed -$44.6K – 193
2023
Q4 		$44.6K Buy
+814
New +$41.6K 0.04% 222

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Northwest Financial Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 309 shares — an estimated $16.9K sold.

Northwest Financial Advisors first reported a position in DOW in Q4 2023 and held it in 2 quarters. The position peaked at $44.6K in Q4 2023. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 309 Dow Inc shares in Q4 2024, an estimated $16.9K.
  • Northwest Financial Advisors first reported a position in Dow Inc in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Dow Inc position peaked at $44.6K in Q4 2023.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.