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Pure Financial Advisors’s Dow Inc DOW Stock Holding History

Pure Financial Advisors’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
-4,489
Closed -$245K – 353
2024
Q3 		$245K Sell
4,489
-29
-0.6% -$1.53K 0.01% 297
2024
Q2 		$240K Buy
4,518
+445
+11% +$25.4K 0.01% 288
2024
Q1 		$236K Sell
4,073
-56
-1% -$3.1K 0.01% 280
2023
Q4 		$226K Buy
4,129
+24
+0.6% +$1.23K 0.01% 280
2023
Q3 		$212K Buy
4,105
+154
+4% +$8.27K 0.01% 249
2023
Q2 		$210K Buy
3,951
+25
+0.6% +$1.33K 0.01% 244
2023
Q1 		$215K Buy
+3,926
New +$221K 0.01% 238
2022
Q2 		– Sell
-3,915
Closed -$249K – 238
2022
Q1 		$249K Buy
3,915
+17
+0.4% +$1.02K 0.01% 199
2021
Q4 		$221K Buy
3,898
+335
+9% +$19.1K 0.01% 201
2021
Q3 		$205K Buy
3,563
+26
+0.7% +$1.59K 0.02% 189
2021
Q2 		$224K Buy
3,537
+3
+0.1% +$198 0.02% 188
2021
Q1 		$226K Buy
+3,534
New +$211K 0.02% 174

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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pure Financial Advisors's DOW Position: Q4 2024 in Review

Pure Financial Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,489 shares — an estimated $245K sold.

Pure Financial Advisors first reported a position in DOW in Q1 2021 and held it in 12 quarters. The position peaked at $249K in Q1 2022. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Pure Financial Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Pure Financial Advisors sold 4,489 Dow Inc shares in Q4 2024, an estimated $245K.
  • Pure Financial Advisors first reported a position in Dow Inc in Q1 2021 and held it in 12 quarters.
  • Pure Financial Advisors's Dow Inc position peaked at $249K in Q1 2022.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Pure Financial Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.