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NWAM LLC’s Dow Inc DOW Stock Holding History

NWAM LLC’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
-7,873
Closed -$430K – 609
2024
Q3 		$430K Buy
+7,873
New +$416K 0.03% 414
2024
Q2 		– Sell
-7,601
Closed -$443K – 252
2024
Q1 		$443K Sell
7,601
-300
-4% -$16.6K 0.04% 354
2023
Q4 		$433K Buy
7,901
+99
+1% +$5.06K 0.03% 361
2023
Q3 		$402K Sell
7,802
-1,147
-13% -$61.6K 0.04% 338
2023
Q2 		$477K Buy
8,949
+310
+4% +$16.5K 0.04% 338
2023
Q1 		$474K Sell
8,639
-1,033
-11% -$58.1K 0.05% 289
2022
Q4 		$487K Sell
9,672
-10,542
-52% -$515K 0.04% 317
2022
Q3 		$888K Sell
20,214
-6,382
-24% -$324K 0.08% 213
2022
Q2 		$1.35M Sell
26,596
-47,309
-64% -$3.03M 0.12% 161
2022
Q1 		$4.71M Buy
73,905
+62,729
+561% +$3.78M 0.36% 69
2021
Q4 		$634K Buy
11,176
+769
+7% +$43.8K 0.05% 285
2021
Q3 		$599K Sell
10,407
-932
-8% -$57.1K 0.05% 281
2021
Q2 		$718K Sell
11,339
-2,998
-21% -$198K 0.07% 249
2021
Q1 		$917K Buy
14,337
+764
+6% +$45.7K 0.09% 217
2020
Q4 		$753K Buy
13,573
+817
+6% +$42.2K 0.09% 213
2020
Q3 		$600K Buy
12,756
+17
+0.1% +$764 0.1% 158
2020
Q2 		$519K Buy
+12,739
New +$466K 0.07% 233
2019
Q4 		$505K Sell
9,224
-107
-1% -$5.53K 0.09% 216
2019
Q3 		$445K Buy
9,331
+513
+6% +$24K 0.08% 223
2019
Q2 		$435K Buy
+8,818
New +$466K 0.09% 217

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

NWAM LLC's DOW Position: Q4 2024 in Review

NWAM LLC sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 7,873 shares — an estimated $430K sold.

NWAM LLC first reported a position in DOW in Q2 2019 and held it in 20 quarters. The position peaked at $4.71M in Q1 2022. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • NWAM LLC reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • NWAM LLC sold 7,873 Dow Inc shares in Q4 2024, an estimated $430K.
  • NWAM LLC first reported a position in Dow Inc in Q2 2019 and held it in 20 quarters.
  • NWAM LLC's Dow Inc position peaked at $4.71M in Q1 2022.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on NWAM LLC's 13F filing for Q4 2024, filed 5 Feb 2025.