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Peterson Financial Group’s Dow Inc DOW Stock Holding History

Peterson Financial Group’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 		$119K Buy
+2,171
New +$115K 0.46% 50

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Peterson Financial Group's DOW Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Dow Inc (DOW) in Q3 2024: 2,171 shares worth $119K. The stake represents 0.46% of the portfolio and ranks #50 among its holdings.

1,493 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • Peterson Financial Group held 2,171 shares of Dow Inc worth $119K as of Q3 2024.
  • Dow Inc was a new Peterson Financial Group position in Q3 2024.
  • Dow Inc made up 0.46% of Peterson Financial Group's portfolio in Q3 2024, its #50 holding.
  • 1,493 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.