PWMG
DOW icon

Pioneer Wealth Management Group’s Dow Inc DOW Stock Holding History

Pioneer Wealth Management 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 		$246K Hold
4,495
– – 0.12% 38
2024
Q2 		$238K Hold
4,495
– – 0.13% 38
2024
Q1 		$260K Hold
4,495
– – 0.15% 35
2023
Q4 		$247K Hold
4,495
– – 0.15% 32
2023
Q3 		$232K Hold
4,495
– – 0.18% 35
2023
Q2 		$239K Buy
+4,495
New +$239K 0.19% 35

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pioneer Wealth Management Group's DOW Position: Q3 2024 in Review

Pioneer Wealth Management Group held its Dow Inc (DOW) position steady in Q3 2024 at 4,495 shares worth $246K. The position accounts for 0.12% of the portfolio, ranked #38.

Pioneer Wealth Management Group first reported a position in DOW in Q2 2023 and has held it in 6 quarters since. The position peaked at $260K in Q1 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • Pioneer Wealth Management Group held 4,495 shares of Dow Inc worth $246K as of Q3 2024.
  • Pioneer Wealth Management Group left its Dow Inc share count unchanged in Q3 2024.
  • Dow Inc made up 0.12% of Pioneer Wealth Management Group's portfolio in Q3 2024, its #38 holding.
  • Pioneer Wealth Management Group first reported a position in Dow Inc in Q2 2023 and has held it in 6 quarters since.
  • Pioneer Wealth Management Group's Dow Inc position peaked at $260K in Q1 2024.
  • 1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2024, filed 7 Oct 2024.