Signature Wealth Management Partners’s Dow Inc DOW Stock Holding History

Signature Wealth Management Partners’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	-7,886	Closed	-$431K	–	105
2024 Q3	$431K	Hold	7,886	–	–	0.31%	62
2024 Q2	$418K	Hold	7,886	–	–	0.32%	61
2024 Q1	$457K	Buy	7,886 +900	+13%	+$49.7K	0.37%	59
2023 Q4	$383K	Sell	6,986 -125	-2%	-$6.39K	0.34%	64
2023 Q3	$367K	Hold	7,111	–	–	0.36%	59
2023 Q2	$379K	Buy	+7,111	New	+$378K	0.35%	61
2022 Q2	–	Sell	-4,786	Closed	-$305K	–	111
2022 Q1	$305K	Sell	4,786 -625	-12%	-$37.7K	0.26%	81
2021 Q4	$307K	Hold	5,411	–	–	0.26%	82
2021 Q3	$311K	Hold	5,411	–	–	0.28%	78
2021 Q2	$342K	Sell	5,411 -4,045	-43%	-$267K	0.31%	74
2021 Q1	$605K	Sell	9,456 -200	-2%	-$12K	0.58%	46
2020 Q4	$536K	Buy	+9,656	New	+$499K	0.54%	46

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Signature Wealth Management Partners's DOW Position: Q4 2024 in Review

Signature Wealth Management Partners sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 7,886 shares — an estimated $431K sold.

Signature Wealth Management Partners first reported a position in DOW in Q4 2020 and held it in 12 quarters. The position peaked at $605K in Q1 2021. 1,420 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

Signature Wealth Management Partners reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
Signature Wealth Management Partners sold 7,886 Dow Inc shares in Q4 2024, an estimated $431K.
Signature Wealth Management Partners first reported a position in Dow Inc in Q4 2020 and held it in 12 quarters.
Signature Wealth Management Partners's Dow Inc position peaked at $605K in Q1 2021.
1,420 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Signature Wealth Management Partners's 13F filing for Q4 2024, filed 23 Jan 2025.