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Sanctuary Wealth Management’s Dow Inc DOW Stock Holding History

Sanctuary 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 		$20.1K Hold
502
– – 0.01% 133
2024
Q3 		$27.4K Hold
502
– – 0.02% 129
2024
Q2 		$26.6K Hold
502
– – 0.02% 115
2024
Q1 		$29.1K Hold
502
– – 0.02% 111
2023
Q4 		$27.5K Hold
502
– – 0.03% 106
2023
Q3 		$25.9K Hold
502
– – 0.03% 95
2023
Q2 		$26.7K Buy
+502
New +$26.7K 0.03% 101
2022
Q4 		$25.3K Buy
+502
New +$24.5K 0.03% 93

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

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

Sanctuary Wealth Management held its Dow Inc (DOW) position steady in Q4 2024 at 502 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #133.

Sanctuary Wealth Management first reported a position in DOW in Q4 2022 and has held it in 8 quarters since. The position peaked at $29.1K in Q1 2024. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Sanctuary Wealth Management held 502 shares of Dow Inc worth $20.1K as of Q4 2024.
  • Sanctuary Wealth Management left its Dow Inc share count unchanged in Q4 2024.
  • Dow Inc made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #133 holding.
  • Sanctuary Wealth Management first reported a position in Dow Inc in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's Dow Inc position peaked at $29.1K in Q1 2024.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.