Quantum Private Wealth’s Dow Inc DOW Stock Holding History

Quantum Private Wealth’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	-4,989	Closed	-$265K	–	189
2024 Q2	$265K	Hold	4,989	–	–	0.09%	165
2024 Q1	$289K	Hold	4,989	–	–	0.11%	148
2023 Q4	$274K	Hold	4,989	–	–	0.11%	147
2023 Q3	$257K	Hold	4,989	–	–	0.12%	147
2023 Q2	$266K	Sell	4,989 -33	-0.7%	-$1.75K	0.12%	147
2023 Q1	$275K	Hold	5,022	–	–	0.15%	141
2022 Q4	$253K	Hold	5,022	–	–	0.16%	146
2022 Q3	$220K	Hold	5,022	–	–	0.14%	152
2022 Q2	$259K	Hold	5,022	–	–	0.15%	137
2022 Q1	$320K	Hold	5,022	–	–	0.14%	139
2021 Q4	$284K	Buy	+5,022	New	+$286K	0.11%	164

Other funds holding DOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Quantum Private Wealth's DOW Position: Q3 2024 in Review

Quantum Private Wealth sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 4,989 shares — an estimated $265K sold.

Quantum Private Wealth first reported a position in DOW in Q4 2021 and held it in 11 quarters. The position peaked at $320K in Q1 2022. 1,493 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Quantum Private Wealth reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Quantum Private Wealth sold 4,989 Dow Inc shares in Q3 2024, an estimated $265K.
Quantum Private Wealth first reported a position in Dow Inc in Q4 2021 and held it in 11 quarters.
Quantum Private Wealth's Dow Inc position peaked at $320K in Q1 2022.
1,493 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Quantum Private Wealth's 13F filing for Q3 2024, filed 31 Oct 2024.