Novak & Powell Financial Services’s Dow Inc DOW Stock Holding History

Novak & Powell Financial Services’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	-3,638	Closed	-$211K	–	155
2024 Q1	$211K	Buy	+3,638	New	+$201K	0.16%	132

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Novak & Powell Financial Services's DOW Position: Q2 2024 in Review

Novak & Powell Financial Services sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 3,638 shares — an estimated $211K sold.

Novak & Powell Financial Services first reported a position in DOW in Q1 2024 and held it in 1 quarter. The position peaked at $211K in Q1 2024. 1,545 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

Novak & Powell Financial Services reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
Novak & Powell Financial Services sold 3,638 Dow Inc shares in Q2 2024, an estimated $211K.
Novak & Powell Financial Services first reported a position in Dow Inc in Q1 2024 and held it in 1 quarter.
Novak & Powell Financial Services's Dow Inc position peaked at $211K in Q1 2024.
1,545 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Novak & Powell Financial Services's 13F filing for Q2 2024, filed 15 Aug 2024.