One Wealth Advisors’s Dow Inc DOW Stock Holding History

One Wealth 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 Q2	–	Sell	-6,812	Closed	-$395K	–	237
2024 Q1	$395K	Sell	6,812 -4,499	-40%	-$249K	0.07%	152
2023 Q4	$620K	Sell	11,311 -894	-7%	-$45.7K	0.12%	91
2023 Q3	$629K	Buy	12,205 +105	+0.9%	+$5.64K	0.14%	84
2023 Q2	$644K	Buy	12,100 +2,862	+31%	+$152K	0.14%	85
2023 Q1	$506K	Buy	9,238 +5,203	+129%	+$293K	0.12%	99
2022 Q4	$203K	Buy	+4,035	New	+$197K	0.05%	188

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

One Wealth Advisors's DOW Position: Q2 2024 in Review

One Wealth Advisors sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 6,812 shares — an estimated $395K sold.

One Wealth Advisors first reported a position in DOW in Q4 2022 and held it in 6 quarters. The position peaked at $644K in Q2 2023. 1,548 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

One Wealth Advisors reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
One Wealth Advisors sold 6,812 Dow Inc shares in Q2 2024, an estimated $395K.
One Wealth Advisors first reported a position in Dow Inc in Q4 2022 and held it in 6 quarters.
One Wealth Advisors's Dow Inc position peaked at $644K in Q2 2023.
1,548 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on One Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.