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Pacific Capital Wealth Advisors’s Dow Inc DOW Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-100
Closed -$4.01K – 163
2024
Q4 		$4.01K Hold
100
– – ﹤0.01% 319
2024
Q3 		$5.46K Hold
100
– – ﹤0.01% 343
2024
Q2 		$5.3K Hold
100
– – ﹤0.01% 379
2024
Q1 		$5.79K Hold
100
– – ﹤0.01% 292
2023
Q4 		$5.48K Buy
+100
New +$5.11K ﹤0.01% 245
2020
Q4 		– Sell
-100
Closed -$5K – 98
2020
Q3 		$5K Buy
+100
New +$4.49K ﹤0.01% 185

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 $3.38T AUM 44.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Pacific Capital Wealth Advisors's DOW Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 100 shares — an estimated $4.01K sold.

Pacific Capital Wealth Advisors first reported a position in DOW in Q3 2020 and held it in 6 quarters. The position peaked at $5.79K in Q1 2024. 1,347 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 100 Dow Inc shares in Q1 2025, an estimated $4.01K.
  • Pacific Capital Wealth Advisors first reported a position in Dow Inc in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Dow Inc position peaked at $5.79K in Q1 2024.
  • 1,347 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.