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Schechter Investment Advisors’s Dow Inc DOW Stock Holding History

Schechter Investment 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
Q4 		– Sell
-4,586
Closed -$251K – 675
2024
Q3 		$251K Sell
4,586
-179
-4% -$9.45K 0.02% 534
2024
Q2 		$253K Sell
4,765
-1,201
-20% -$68.6K 0.02% 507
2024
Q1 		$346K Sell
5,966
-1,949
-25% -$108K 0.03% 465
2023
Q4 		$434K Buy
7,915
+220
+3% +$11.2K 0.04% 379
2023
Q3 		$397K Sell
7,695
-273
-3% -$14.7K 0.04% 389
2023
Q2 		$424K Buy
7,968
+121
+2% +$6.43K 0.04% 415
2023
Q1 		$430K Buy
7,847
+559
+8% +$31.5K 0.04% 443
2022
Q4 		$367K Sell
7,288
-698
-9% -$34.1K 0.03% 581
2022
Q3 		$351K Buy
7,986
+2,289
+40% +$116K 0.03% 640
2022
Q2 		$294K Sell
5,697
-804
-12% -$51.5K 0.03% 717
2022
Q1 		$414K Buy
6,501
+1,583
+32% +$95.5K 0.04% 590
2021
Q4 		$279K Buy
+4,918
New +$280K 0.03% 695

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

Schechter Investment Advisors's DOW Position: Q4 2024 in Review

Schechter Investment Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,586 shares — an estimated $251K sold.

Schechter Investment Advisors first reported a position in DOW in Q4 2021 and held it in 12 quarters. The position peaked at $434K in Q4 2023. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Schechter Investment Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 4,586 Dow Inc shares in Q4 2024, an estimated $251K.
  • Schechter Investment Advisors first reported a position in Dow Inc in Q4 2021 and held it in 12 quarters.
  • Schechter Investment Advisors's Dow Inc position peaked at $434K in Q4 2023.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Schechter Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.