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Ritholtz Wealth Management’s Dow Inc DOW Stock Holding History

Ritholtz Wealth Management’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
-12,097
Closed -$661K – 867
2024
Q3 		$661K Sell
12,097
-3,387
-22% -$179K 0.02% 488
2024
Q2 		$821K Sell
15,484
-5,046
-25% -$288K 0.03% 400
2024
Q1 		$1.19M Sell
20,530
-276
-1% -$15.3K 0.04% 313
2023
Q4 		$1.14M Buy
20,806
+671
+3% +$34.3K 0.04% 281
2023
Q3 		$1.04M Sell
20,135
-1,707
-8% -$91.6K 0.05% 269
2023
Q2 		$1.16M Buy
21,842
+2,680
+14% +$142K 0.05% 232
2023
Q1 		$1.05M Buy
19,162
+6,013
+46% +$338K 0.05% 251
2022
Q4 		$663K Sell
13,149
-145
-1% -$7.08K 0.04% 312
2022
Q3 		$584K Buy
13,294
+2,876
+28% +$146K 0.03% 360
2022
Q2 		$538K Buy
10,418
+2,191
+27% +$140K 0.03% 303
2022
Q1 		$524K Buy
+8,227
New +$496K 0.04% 296

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ritholtz Wealth Management's DOW Position: Q4 2024 in Review

Ritholtz Wealth Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 12,097 shares — an estimated $661K sold.

Ritholtz Wealth Management first reported a position in DOW in Q1 2022 and held it in 11 quarters. The position peaked at $1.19M in Q1 2024. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Ritholtz Wealth Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 12,097 Dow Inc shares in Q4 2024, an estimated $661K.
  • Ritholtz Wealth Management first reported a position in Dow Inc in Q1 2022 and held it in 11 quarters.
  • Ritholtz Wealth Management's Dow Inc position peaked at $1.19M in Q1 2024.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Ritholtz Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.