Planned Solutions’s Dow Inc DOW Stock Holding History

Planned Solutions’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	-32	Closed	-$1.75K	–	245
2024 Q3	$1.75K	Buy	+32	New	+$1.69K	﹤0.01%	558
2024 Q1	–	Sell	-32	Closed	-$1.75K	–	207
2023 Q4	$1.75K	Buy	+32	New	+$1.64K	﹤0.01%	513

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Planned Solutions's DOW Position: Q4 2024 in Review

Planned Solutions sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 32 shares — an estimated $1.75K sold.

Planned Solutions first reported a position in DOW in Q4 2023 and held it in 2 quarters. The position peaked at $1.75K in Q4 2023. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

Planned Solutions reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 32 Dow Inc shares in Q4 2024, an estimated $1.75K.
Planned Solutions first reported a position in Dow Inc in Q4 2023 and held it in 2 quarters.
Planned Solutions's Dow Inc position peaked at $1.75K in Q4 2023.
1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.