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Peak Financial Management’s Dow Inc DOW Stock Holding History

Peak Financial Management’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
-4,543
Closed -$248K – 99
2024
Q3 		$248K Buy
+4,543
New +$240K 0.07% 84

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peak Financial Management's DOW Position: Q4 2024 in Review

Peak Financial Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,543 shares — an estimated $248K sold.

Peak Financial Management first reported a position in DOW in Q3 2024 and held it in 1 quarter. The position peaked at $248K in Q3 2024. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Peak Financial Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Peak Financial Management sold 4,543 Dow Inc shares in Q4 2024, an estimated $248K.
  • Peak Financial Management first reported a position in Dow Inc in Q3 2024 and held it in 1 quarter.
  • Peak Financial Management's Dow Inc position peaked at $248K in Q3 2024.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Peak Financial Management's 13F filing for Q4 2024, filed 22 Jan 2025.