Sage Mountain Advisors’s Dow Inc DOW Stock Holding History

Sage Mountain 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 Q3	–	Sell	-3,850	Closed	-$204K	–	490
2024 Q2	$204K	Sell	3,850 -3,349	-47%	-$191K	0.02%	332
2024 Q1	$417K	Buy	+7,199	New	+$398K	0.04%	185

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 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

Sage Mountain Advisors's DOW Position: Q3 2024 in Review

Sage Mountain Advisors sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 3,850 shares — an estimated $204K sold.

Sage Mountain Advisors first reported a position in DOW in Q1 2024 and held it in 2 quarters. The position peaked at $417K in Q1 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Sage Mountain Advisors reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Sage Mountain Advisors sold 3,850 Dow Inc shares in Q3 2024, an estimated $204K.
Sage Mountain Advisors first reported a position in Dow Inc in Q1 2024 and held it in 2 quarters.
Sage Mountain Advisors's Dow Inc position peaked at $417K in Q1 2024.
1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Sage Mountain Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.