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RE Dickinson Investment Advisors’s Dow Inc DOW Stock Holding History

RE Dickinson Investment 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
2023
Q4 		– Sell
-75
Closed -$4K – 236
2023
Q3 		$4K Buy
+75
New +$4.03K ﹤0.01% 207

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Vanguard Group
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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
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 $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
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

RE Dickinson Investment Advisors's DOW Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of Dow Inc (DOW) in Q4 2023, closing a stake of 75 shares — an estimated $4K sold.

RE Dickinson Investment Advisors first reported a position in DOW in Q3 2023 and held it in 1 quarter. The position peaked at $4K in Q3 2023. 1,594 funds tracked by Wall St. Rank hold DOW as of Q4 2023.

  • RE Dickinson Investment Advisors reported no remaining Dow Inc position as of Q4 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 75 Dow Inc shares in Q4 2023, an estimated $4K.
  • RE Dickinson Investment Advisors first reported a position in Dow Inc in Q3 2023 and held it in 1 quarter.
  • RE Dickinson Investment Advisors's Dow Inc position peaked at $4K in Q3 2023.
  • 1,594 funds tracked by Wall St. Rank held Dow Inc as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.