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SignalPoint Asset Management’s Dow Inc DOW Stock Holding History

SignalPoint Asset 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 		– Sell
-4,003
Closed -$220K – 255
2024
Q3 		$220K Hold
4,003
– – 0.05% 245
2024
Q2 		$212K Buy
4,003
+30
+0.8% +$1.71K 0.06% 245
2024
Q1 		$230K Buy
+3,973
New +$220K 0.06% 220

Other funds holding DOW

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SignalPoint Asset Management's DOW Position: Q4 2024 in Review

SignalPoint Asset Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,003 shares — an estimated $220K sold.

SignalPoint Asset Management first reported a position in DOW in Q1 2024 and held it in 3 quarters. The position peaked at $230K in Q1 2024. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • SignalPoint Asset Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • SignalPoint Asset Management sold 4,003 Dow Inc shares in Q4 2024, an estimated $220K.
  • SignalPoint Asset Management first reported a position in Dow Inc in Q1 2024 and held it in 3 quarters.
  • SignalPoint Asset Management's Dow Inc position peaked at $230K in Q1 2024.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.