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Premier Path Wealth Partners’s Dow Inc DOW Stock Holding History

Premier Path Wealth Partners’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 		– Sell
-4,842
Closed -$257K – 372
2024
Q2 		$257K Buy
4,842
+221
+5% +$12.6K 0.04% 319
2024
Q1 		$268K Buy
4,621
+470
+11% +$26K 0.05% 291
2023
Q4 		$228K Buy
+4,151
New +$212K 0.05% 303

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

Premier Path Wealth Partners's DOW Position: Q3 2024 in Review

Premier Path Wealth Partners sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 4,842 shares — an estimated $257K sold.

Premier Path Wealth Partners first reported a position in DOW in Q4 2023 and held it in 3 quarters. The position peaked at $268K in Q1 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • Premier Path Wealth Partners reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
  • Premier Path Wealth Partners sold 4,842 Dow Inc shares in Q3 2024, an estimated $257K.
  • Premier Path Wealth Partners first reported a position in Dow Inc in Q4 2023 and held it in 3 quarters.
  • Premier Path Wealth Partners's Dow Inc position peaked at $268K in Q1 2024.
  • 1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Premier Path Wealth Partners's 13F filing for Q3 2024, filed 15 Oct 2024.