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Rational Advisors’s Dow Inc DOW Stock Holding History

Rational 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
-833
Closed -$45.5K – 126
2024
Q3 		$45.5K Sell
833
-114
-12% -$6.02K ﹤0.01% 129
2024
Q2 		$50.2K Sell
947
-44
-4% -$2.51K ﹤0.01% 143
2024
Q1 		$57.4K Hold
991
– – 0.01% 150
2023
Q4 		$54.3K Sell
991
-278
-22% -$14.2K 0.01% 145
2023
Q3 		$65.4K Buy
+1,269
New +$68.1K 0.01% 144
2019
Q3 		– Sell
-7,280
Closed -$359K – 568
2019
Q2 		$359K Buy
+7,280
New +$384K 0.13% 161

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors's DOW Position: Q4 2024 in Review

Rational Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 833 shares — an estimated $45.5K sold.

Rational Advisors first reported a position in DOW in Q2 2019 and held it in 6 quarters. The position peaked at $359K in Q2 2019. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Rational Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Rational Advisors sold 833 Dow Inc shares in Q4 2024, an estimated $45.5K.
  • Rational Advisors first reported a position in Dow Inc in Q2 2019 and held it in 6 quarters.
  • Rational Advisors's Dow Inc position peaked at $359K in Q2 2019.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Rational Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.