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Richwood Investment Advisors’s Dow Inc DOW Stock Holding History

Richwood 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
Q4 		– Sell
-4,221
Closed -$231K – 102
2024
Q3 		$231K Sell
4,221
-275
-6% -$14.5K 0.19% 98
2024
Q2 		$239K Sell
4,496
-550
-11% -$31.4K 0.21% 91
2024
Q1 		$292K Sell
5,046
-681
-12% -$37.6K 0.26% 85
2023
Q4 		$314K Sell
5,727
-277
-5% -$14.2K 0.29% 78
2023
Q3 		$310K Sell
6,004
-231
-4% -$12.4K 0.32% 77
2023
Q2 		$332K Sell
6,235
-885
-12% -$47K 0.32% 77
2023
Q1 		$390K Sell
7,120
-351
-5% -$19.7K 0.39% 73
2022
Q4 		$376K Sell
7,471
-609
-8% -$29.8K 0.38% 75
2022
Q3 		$355K Sell
8,080
-465
-5% -$23.6K 0.39% 73
2022
Q2 		$441K Sell
8,545
-60
-0.7% -$3.84K 0.44% 65
2022
Q1 		$548K Buy
8,605
+1,360
+19% +$82K 0.49% 60
2021
Q4 		$411K Buy
+7,245
New +$413K 0.36% 69

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Richwood Investment Advisors's DOW Position: Q4 2024 in Review

Richwood Investment Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,221 shares — an estimated $231K sold.

Richwood Investment Advisors first reported a position in DOW in Q4 2021 and held it in 12 quarters. The position peaked at $548K in Q1 2022. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Richwood Investment Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Richwood Investment Advisors sold 4,221 Dow Inc shares in Q4 2024, an estimated $231K.
  • Richwood Investment Advisors first reported a position in Dow Inc in Q4 2021 and held it in 12 quarters.
  • Richwood Investment Advisors's Dow Inc position peaked at $548K in Q1 2022.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Richwood Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.