Simplicity Wealth’s Dow Inc DOW Stock Holding History

Simplicity Wealth’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	-18,428	Closed	-$978K	–	681
2024 Q2	$978K	Sell	18,428 -378	-2%	-$21.6K	0.02%	535
2024 Q1	$1.09M	Buy	+18,806	New	+$1.04M	0.03%	493

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Simplicity Wealth's DOW Position: Q3 2024 in Review

Simplicity Wealth sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 18,428 shares — an estimated $978K sold.

Simplicity Wealth first reported a position in DOW in Q1 2024 and held it in 2 quarters. The position peaked at $1.09M in Q1 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Simplicity Wealth reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 18,428 Dow Inc shares in Q3 2024, an estimated $978K.
Simplicity Wealth first reported a position in Dow Inc in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Dow Inc position peaked at $1.09M in Q1 2024.
1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

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