SPWM
DOW icon

Spartan Planning & Wealth Management’s Dow Inc DOW Stock Holding History

Spartan Planning & Wealth Management’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
2023
Q4 		$17.3K Buy
316
+314
+15,700% +$16K 0.02% 167
2023
Q3 		$103 Buy
+2
New +$107 ﹤0.01% 160
2022
Q2 		– Sell
-386
Closed -$25K – 112
2022
Q1 		$25K Buy
+386
New +$23.3K 0.03% 100

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Spartan Planning & Wealth Management's DOW Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its Dow Inc (DOW) stake by 15,700% in Q4 2023, buying an estimated $16K and bringing the position to 316 shares worth $17.3K. The position accounts for 0.02% of the portfolio, ranked #167.

Spartan Planning & Wealth Management first reported a position in DOW in Q1 2022 and has held it in 3 quarters since. The position peaked at $25K in Q1 2022. 1,596 funds tracked by Wall St. Rank hold DOW as of Q4 2023.

  • Spartan Planning & Wealth Management held 316 shares of Dow Inc worth $17.3K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 314 Dow Inc shares in Q4 2023, an estimated $16K.
  • Dow Inc made up 0.02% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #167 holding.
  • Spartan Planning & Wealth Management first reported a position in Dow Inc in Q1 2022 and has held it in 3 quarters since.
  • Spartan Planning & Wealth Management's Dow Inc position peaked at $25K in Q1 2022.
  • 1,596 funds tracked by Wall St. Rank held Dow Inc as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.