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Sovereign Financial Group’s Dow Inc DOW Stock Holding History

Sovereign Financial 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
2024
Q4 		– Sell
-4,141
Closed -$226K – 288
2024
Q3 		$226K Sell
4,141
-121
-3% -$6.39K 0.05% 261
2024
Q2 		$226K Buy
4,262
+45
+1% +$2.57K 0.06% 251
2024
Q1 		$244K Buy
+4,217
New +$233K 0.06% 244

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sovereign Financial Group's DOW Position: Q4 2024 in Review

Sovereign Financial Group sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,141 shares — an estimated $226K sold.

Sovereign Financial Group first reported a position in DOW in Q1 2024 and held it in 3 quarters. The position peaked at $244K in Q1 2024. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Sovereign Financial Group reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Sovereign Financial Group sold 4,141 Dow Inc shares in Q4 2024, an estimated $226K.
  • Sovereign Financial Group first reported a position in Dow Inc in Q1 2024 and held it in 3 quarters.
  • Sovereign Financial Group's Dow Inc position peaked at $244K in Q1 2024.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Sovereign Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.