Royal Capital Wealth Management’s Dow Inc DOW Stock Holding History

Royal Capital 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 Q3	–	Sell	-3,815	Closed	-$202K	–	96
2024 Q2	$202K	Buy	3,815 +3	+0.1%	+$171	0.15%	85
2024 Q1	$221K	Sell	3,812 -47	-1%	-$2.6K	0.17%	85
2023 Q4	$212K	Buy	+3,859	New	+$197K	0.18%	86
2023 Q3	–	Sell	-4,004	Closed	-$213K	–	96
2023 Q2	$213K	Sell	4,004 -97	-2%	-$5.16K	0.2%	88
2023 Q1	$225K	Sell	4,101 -198	-5%	-$11.1K	0.23%	85
2022 Q4	$217K	Buy	+4,299	New	+$210K	0.23%	87
2022 Q3	–	Sell	-4,293	Closed	-$222K	–	92
2022 Q2	$222K	Sell	4,293 -107	-2%	-$6.85K	0.24%	84
2022 Q1	$280K	Sell	4,400 -129	-3%	-$7.78K	0.27%	80
2021 Q4	$257K	Buy	+4,529	New	+$258K	0.25%	85

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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Royal Capital Wealth Management's DOW Position: Q3 2024 in Review

Royal Capital Wealth Management sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 3,815 shares — an estimated $202K sold.

Royal Capital Wealth Management first reported a position in DOW in Q4 2021 and held it in 9 quarters. The position peaked at $280K in Q1 2022. 1,492 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Royal Capital Wealth Management reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Royal Capital Wealth Management sold 3,815 Dow Inc shares in Q3 2024, an estimated $202K.
Royal Capital Wealth Management first reported a position in Dow Inc in Q4 2021 and held it in 9 quarters.
Royal Capital Wealth Management's Dow Inc position peaked at $280K in Q1 2022.
1,492 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Royal Capital Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.