Regent Peak Wealth Advisors’s Dow Inc DOW Stock Holding History

Regent Peak Wealth 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 Q2	–	Sell	-3,649	Closed	-$211K	–	168
2024 Q1	$211K	Sell	3,649 -17	-0.5%	-$939	0.05%	156
2023 Q4	$201K	Buy	+3,666	New	+$187K	0.05%	160
2022 Q2	–	Sell	-3,708	Closed	-$236K	–	160
2022 Q1	$236K	Buy	3,708 +149	+4%	+$8.99K	0.07%	145
2021 Q4	$202K	Sell	3,559 -31	-0.9%	-$1.77K	0.05%	164
2021 Q3	$207K	Buy	3,590 +26	+0.7%	+$1.59K	0.06%	159
2021 Q2	$222K	Buy	3,564 +250	+8%	+$16.5K	0.06%	157
2021 Q1	$211K	Buy	3,314 +262	+9%	+$15.7K	0.07%	148
2020 Q4	$169K	Buy	+3,052	New	+$158K	0.06%	155

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 $3.38T AUM 44.17% 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

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

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Regent Peak Wealth Advisors's DOW Position: Q2 2024 in Review

Regent Peak Wealth Advisors sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 3,649 shares — an estimated $211K sold.

Regent Peak Wealth Advisors first reported a position in DOW in Q4 2020 and held it in 8 quarters. The position peaked at $236K in Q1 2022. 1,550 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

Regent Peak Wealth Advisors reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
Regent Peak Wealth Advisors sold 3,649 Dow Inc shares in Q2 2024, an estimated $211K.
Regent Peak Wealth Advisors first reported a position in Dow Inc in Q4 2020 and held it in 8 quarters.
Regent Peak Wealth Advisors's Dow Inc position peaked at $236K in Q1 2022.
1,550 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.