Opal Wealth Advisors’s Dow Inc DOW Stock Holding History

Opal 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 Q3	–	Sell	-295	Closed	-$15.7K	–	456
2024 Q2	$15.7K	Buy	+295	New	+$16.9K	0.01%	573
2023 Q4	–	Sell	-5,393	Closed	-$278K	–	171
2023 Q3	$278K	Buy	5,393 +46	+0.9%	+$2.47K	0.16%	107
2023 Q2	$285K	Sell	5,347 -268	-5%	-$14.2K	0.14%	104
2023 Q1	$308K	Buy	5,615 +1,272	+29%	+$71.6K	0.18%	70
2022 Q4	$219K	Buy	+4,343	New	+$212K	0.12%	111
2022 Q3	–	Sell	-4,455	Closed	-$230K	–	105
2022 Q2	$230K	Buy	+4,455	New	+$285K	0.15%	94

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Opal Wealth Advisors's DOW Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 295 shares — an estimated $15.7K sold.

Opal Wealth Advisors first reported a position in DOW in Q2 2022 and held it in 6 quarters. The position peaked at $308K in Q1 2023. 1,494 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Opal Wealth Advisors reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 295 Dow Inc shares in Q3 2024, an estimated $15.7K.
Opal Wealth Advisors first reported a position in Dow Inc in Q2 2022 and held it in 6 quarters.
Opal Wealth Advisors's Dow Inc position peaked at $308K in Q1 2023.
1,494 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.