Silverlake Wealth Management’s Dow Inc DOW Stock Holding History

Silverlake 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 Q3	–	Sell	-3,780	Closed	-$201K	–	280
2024 Q2	$201K	Sell	3,780 -337	-8%	-$19.3K	0.08%	264
2024 Q1	$238K	Sell	4,117 -377	-8%	-$20.8K	0.12%	203
2023 Q4	$246K	Sell	4,494 -338	-7%	-$17.3K	0.14%	187
2023 Q3	$249K	Sell	4,832 -79	-2%	-$4.24K	0.14%	184
2023 Q2	$262K	Sell	4,911 -15	-0.3%	-$797	0.15%	169
2023 Q1	$270K	Sell	4,926 -282	-5%	-$15.9K	0.16%	155
2022 Q4	$262K	Buy	5,208 +10	+0.2%	+$489	0.16%	160
2022 Q3	$228K	Buy	5,198 +1,164	+29%	+$59K	0.15%	162
2022 Q2	$208K	Buy	4,034 +523	+15%	+$33.5K	0.14%	182
2022 Q1	$224K	Buy	+3,511	New	+$212K	0.13%	190

Other funds holding DOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Silverlake Wealth Management's DOW Position: Q3 2024 in Review

Silverlake Wealth Management sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 3,780 shares — an estimated $201K sold.

Silverlake Wealth Management first reported a position in DOW in Q1 2022 and held it in 10 quarters. The position peaked at $270K in Q1 2023. 1,494 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Silverlake Wealth Management reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Silverlake Wealth Management sold 3,780 Dow Inc shares in Q3 2024, an estimated $201K.
Silverlake Wealth Management first reported a position in Dow Inc in Q1 2022 and held it in 10 quarters.
Silverlake Wealth Management's Dow Inc position peaked at $270K in Q1 2023.
1,494 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Silverlake Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.