Solidarity Wealth’s Dow Inc DOW Stock Holding History

Solidarity 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 Q1	–	Sell	-3,647	Closed	-$200K	–	87
2023 Q4	$200K	Sell	3,647 -1,597	-30%	-$81.6K	0.07%	82
2023 Q3	$270K	Sell	5,244 -81	-2%	-$4.35K	0.1%	76
2023 Q2	$284K	Sell	5,325 -83	-2%	-$4.41K	0.12%	75
2023 Q1	$296K	Buy	+5,408	New	+$304K	0.13%	77
2022 Q3	$261K	Buy	5,279 +1,037	+24%	+$52.6K	0.15%	99
2022 Q2	$226K	Buy	+4,242	New	+$272K	0.12%	102

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Solidarity Wealth's DOW Position: Q1 2024 in Review

Solidarity Wealth sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 3,647 shares — an estimated $200K sold.

Solidarity Wealth first reported a position in DOW in Q2 2022 and held it in 6 quarters. The position peaked at $296K in Q1 2023. 1,612 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

Solidarity Wealth reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
Solidarity Wealth sold 3,647 Dow Inc shares in Q1 2024, an estimated $200K.
Solidarity Wealth first reported a position in Dow Inc in Q2 2022 and held it in 6 quarters.
Solidarity Wealth's Dow Inc position peaked at $296K in Q1 2023.
1,612 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Solidarity Wealth's 13F filing for Q1 2024, filed 14 May 2024.