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RFP Financial Group’s Dow Inc DOW Stock Holding History

RFP Financial Group’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
-2,949
Closed -$156K – 291
2024
Q2 		$156K Buy
2,949
+10
+0.3% +$571 0.06% 125
2024
Q1 		$170K Buy
2,939
+37
+1% +$2.04K 0.07% 100
2023
Q4 		$159K Hold
2,902
– – 0.07% 102
2023
Q3 		$150K Sell
2,902
-657
-18% -$35.3K 0.07% 100
2023
Q2 		$190K Buy
3,559
+2,368
+199% +$126K 0.08% 100
2023
Q1 		$65.3K Sell
1,191
-4,006
-77% -$225K 0.08% 96
2022
Q4 		$262K Buy
+5,197
New +$254K 0.12% 81

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

RFP Financial Group's DOW Position: Q3 2024 in Review

RFP Financial Group sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 2,949 shares — an estimated $156K sold.

RFP Financial Group first reported a position in DOW in Q4 2022 and held it in 7 quarters. The position peaked at $262K in Q4 2022. 1,496 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • RFP Financial Group reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 2,949 Dow Inc shares in Q3 2024, an estimated $156K.
  • RFP Financial Group first reported a position in Dow Inc in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Dow Inc position peaked at $262K in Q4 2022.
  • 1,496 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.