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Realta Investment Advisors’s Dow Inc DOW Stock Holding History

Realta 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
2024
Q3 		– Sell
-12,945
Closed -$687K – 436
2024
Q2 		$687K Sell
12,945
-2,138
-14% -$122K 0.13% 173
2024
Q1 		$874K Buy
15,083
+130
+0.9% +$7.18K 0.18% 133
2023
Q4 		$820K Buy
14,953
+1,884
+14% +$96.3K 0.19% 139
2023
Q3 		$696K Sell
13,069
-198
-1% -$10.6K 0.16% 148
2023
Q2 		$707K Buy
13,267
+1,085
+9% +$57.7K 0.15% 156
2023
Q1 		$668K Buy
12,182
+2,870
+31% +$161K 0.16% 149
2022
Q4 		$469K Sell
9,312
-66
-0.7% -$3.22K 0.11% 217
2022
Q3 		$412K Buy
9,378
+1,607
+21% +$81.5K 0.11% 223
2022
Q2 		$402K Buy
7,771
+1,946
+33% +$125K 0.1% 221
2022
Q1 		$371K Buy
5,825
+421
+8% +$25.4K 0.07% 266
2021
Q4 		$306K Buy
5,404
+327
+6% +$18.6K 0.07% 308
2021
Q3 		$292K Buy
5,077
+1,588
+46% +$97.2K 0.07% 303
2021
Q2 		$221K Buy
+3,489
New +$230K 0.05% 358
2020
Q1 		– Sell
-5,075
Closed -$275K – 566
2019
Q4 		$275K Buy
5,075
+177
+4% +$9.14K 0.08% 281
2019
Q3 		$231K Sell
4,898
-293
-6% -$13.7K 0.06% 299
2019
Q2 		$256K Buy
+5,191
New +$274K 0.07% 282

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Realta Investment Advisors's DOW Position: Q3 2024 in Review

Realta Investment Advisors sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 12,945 shares — an estimated $687K sold.

Realta Investment Advisors first reported a position in DOW in Q2 2019 and held it in 16 quarters. The position peaked at $874K in Q1 2024. 1,496 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • Realta Investment Advisors reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 12,945 Dow Inc shares in Q3 2024, an estimated $687K.
  • Realta Investment Advisors first reported a position in Dow Inc in Q2 2019 and held it in 16 quarters.
  • Realta Investment Advisors's Dow Inc position peaked at $874K in Q1 2024.
  • 1,496 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.