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Southern Capital Advisors’s Dow Inc DOW Stock Holding History

Southern Capital Advisors’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
Q2 		– Sell
-3,500
Closed -$203K – 76
2024
Q1 		$203K Buy
+3,500
New +$193K 0.12% 69
2022
Q2 		– Sell
-3,337
Closed -$213K – 69
2022
Q1 		$213K Buy
+3,337
New +$201K 0.15% 74

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Southern Capital Advisors's DOW Position: Q2 2024 in Review

Southern Capital Advisors sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 3,500 shares — an estimated $203K sold.

Southern Capital Advisors first reported a position in DOW in Q1 2022 and held it in 2 quarters. The position peaked at $213K in Q1 2022. 1,550 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

  • Southern Capital Advisors reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
  • Southern Capital Advisors sold 3,500 Dow Inc shares in Q2 2024, an estimated $203K.
  • Southern Capital Advisors first reported a position in Dow Inc in Q1 2022 and held it in 2 quarters.
  • Southern Capital Advisors's Dow Inc position peaked at $213K in Q1 2022.
  • 1,550 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Southern Capital Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.