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Sound View Wealth Advisors Group’s Dow Inc DOW Stock Holding History

Sound View Wealth Advisors Group’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
2025
Q1 		– Sell
-5,377
Closed -$216K – 417
2024
Q4 		$216K Buy
5,377
+675
+14% +$31.5K 0.02% 389
2024
Q3 		$257K Buy
4,702
+399
+9% +$21.1K 0.02% 365
2024
Q2 		$228K Buy
4,303
+133
+3% +$7.6K 0.02% 340
2024
Q1 		$242K Sell
4,170
-682
-14% -$37.7K 0.03% 335
2023
Q4 		$266K Sell
4,852
-17
-0.3% -$869 0.03% 325
2023
Q3 		$251K Buy
4,869
+250
+5% +$13.4K 0.03% 315
2023
Q2 		$246K Sell
4,619
-408
-8% -$21.7K 0.03% 314
2023
Q1 		$276K Buy
5,027
+175
+4% +$9.85K 0.04% 294
2022
Q4 		$266K Buy
+4,852
New +$237K 0.03% 325
2022
Q2 		– Sell
-3,157
Closed -$201K – 283
2022
Q1 		$201K Buy
+3,157
New +$190K 0.04% 281
2020
Q1 		– Sell
-3,942
Closed -$216K – 223
2019
Q4 		$216K Sell
3,942
-1,182
-23% -$61.1K 0.06% 230
2019
Q3 		$244K Sell
5,124
-375
-7% -$17.6K 0.07% 218
2019
Q2 		$271K Buy
+5,499
New +$290K 0.08% 208

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Sound View Wealth Advisors Group's DOW Position: Q1 2025 in Review

Sound View Wealth Advisors Group sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 5,377 shares — an estimated $216K sold.

Sound View Wealth Advisors Group first reported a position in DOW in Q2 2019 and held it in 13 quarters. The position peaked at $276K in Q1 2023. 1,346 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Sound View Wealth Advisors Group reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 5,377 Dow Inc shares in Q1 2025, an estimated $216K.
  • Sound View Wealth Advisors Group first reported a position in Dow Inc in Q2 2019 and held it in 13 quarters.
  • Sound View Wealth Advisors Group's Dow Inc position peaked at $276K in Q1 2023.
  • 1,346 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2025, filed 8 May 2025.