San Luis Wealth Advisors’s Dow Inc DOW Stock Holding History

San Luis Wealth 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
2025 Q1	–	Sell	-17,139	Closed	-$688K	–	142
2024 Q4	$688K	Buy	17,139 +4,336	+34%	+$202K	0.13%	86
2024 Q3	$699K	Buy	12,803 +4,323	+51%	+$228K	0.14%	73
2024 Q2	$450K	Buy	+8,480	New	+$484K	0.11%	74
2023 Q3	–	Sell	-6,730	Closed	-$358K	–	95
2023 Q2	$358K	Sell	6,730 -21	-0.3%	-$1.12K	0.13%	133
2023 Q1	$370K	Buy	+6,751	New	+$380K	0.14%	122
2022 Q2	–	Sell	-4,670	Closed	-$265K	–	168
2022 Q1	$265K	Buy	+4,670	New	+$282K	0.13%	128
2021 Q4	–	Sell	-4,933	Closed	-$284K	–	101
2021 Q3	$284K	Buy	+4,933	New	+$302K	0.16%	127
2020 Q4	$737K	Buy	+13,271	New	+$685K	0.48%	53

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

San Luis Wealth Advisors's DOW Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 17,139 shares — an estimated $688K sold.

San Luis Wealth Advisors first reported a position in DOW in Q4 2020 and held it in 8 quarters. The position peaked at $737K in Q4 2020. 1,347 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

San Luis Wealth Advisors reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 17,139 Dow Inc shares in Q1 2025, an estimated $688K.
San Luis Wealth Advisors first reported a position in Dow Inc in Q4 2020 and held it in 8 quarters.
San Luis Wealth Advisors's Dow Inc position peaked at $737K in Q4 2020.
1,347 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.