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Sierra Summit Advisors’s Dow Inc DOW Stock Holding History

Sierra Summit 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
-9,559
Closed -$522K – 157
2024
Q3 		$522K Buy
9,559
+1,451
+18% +$76.6K 0.12% 97
2024
Q2 		$430K Buy
8,108
+435
+6% +$24.9K 0.11% 105
2024
Q1 		$444K Buy
7,673
+42
+0.6% +$2.32K 0.12% 101
2023
Q4 		$418K Buy
+7,631
New +$390K 0.12% 99

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

Sierra Summit Advisors's DOW Position: Q4 2024 in Review

Sierra Summit Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 9,559 shares — an estimated $522K sold.

Sierra Summit Advisors first reported a position in DOW in Q4 2023 and held it in 4 quarters. The position peaked at $522K in Q3 2024. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Sierra Summit Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 9,559 Dow Inc shares in Q4 2024, an estimated $522K.
  • Sierra Summit Advisors first reported a position in Dow Inc in Q4 2023 and held it in 4 quarters.
  • Sierra Summit Advisors's Dow Inc position peaked at $522K in Q3 2024.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Sierra Summit Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.