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

Provence 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
2023
Q4 		$5.48K Sell
100
-4,201
-98% -$215K ﹤0.01% 351
2023
Q3 		$222K Buy
+4,301
New +$231K 0.14% 137

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
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
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 $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Provence Wealth Management Group's DOW Position: Q4 2023 in Review

Provence Wealth Management Group reduced its Dow Inc (DOW) stake by 98% in Q4 2023, selling an estimated $215K and leaving 100 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Provence Wealth Management Group first reported a position in DOW in Q3 2023 and has held it in 2 quarters since. The position peaked at $222K in Q3 2023. 1,595 funds tracked by Wall St. Rank hold DOW as of Q4 2023.

  • Provence Wealth Management Group held 100 shares of Dow Inc worth $5.48K as of Q4 2023.
  • Provence Wealth Management Group sold 4,201 Dow Inc shares in Q4 2023, an estimated $215K.
  • Dow Inc made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #351 holding.
  • Provence Wealth Management Group first reported a position in Dow Inc in Q3 2023 and has held it in 2 quarters since.
  • Provence Wealth Management Group's Dow Inc position peaked at $222K in Q3 2023.
  • 1,595 funds tracked by Wall St. Rank held Dow Inc as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.