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Resurgent Financial Advisors’s Dow Inc DOW Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-823
Closed -$45.1K – 267
2023
Q4 		$45.1K Sell
823
-695
-46% -$35.5K 0.03% 351
2023
Q3 		$78.3K Buy
1,518
+932
+159% +$50K 0.05% 261
2023
Q2 		$31.2K Sell
586
-13
-2% -$691 0.02% 421
2023
Q1 		$32.8K Sell
599
-173
-22% -$9.73K 0.02% 400
2022
Q4 		$38.9K Buy
+772
New +$37.7K 0.02% 479

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Resurgent Financial Advisors's DOW Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 823 shares — an estimated $45.1K sold.

Resurgent Financial Advisors first reported a position in DOW in Q4 2022 and held it in 5 quarters. The position peaked at $78.3K in Q3 2023. 1,612 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 823 Dow Inc shares in Q1 2024, an estimated $45.1K.
  • Resurgent Financial Advisors first reported a position in Dow Inc in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Dow Inc position peaked at $78.3K in Q3 2023.
  • 1,612 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.