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Steward Partners Investment Solutions’s Dow Inc DOW Stock Holding History

Steward Partners Investment Solutions’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 		$364K Buy
6,278
+647
+11% +$35.8K 0.06% 188
2023
Q4 		$309K Buy
+5,631
New +$288K 0.13% 115

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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
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Capital World Investors
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Steward Partners Investment Solutions's DOW Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Dow Inc (DOW) stake by 11% in Q1 2024, buying an estimated $35.8K and bringing the position to 6,278 shares worth $364K. The position accounts for 0.06% of the portfolio, ranked #188.

Steward Partners Investment Solutions first reported a position in DOW in Q4 2023 and has held it in 2 quarters since. 1,609 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

  • Steward Partners Investment Solutions held 6,278 shares of Dow Inc worth $364K as of Q1 2024.
  • Steward Partners Investment Solutions bought 647 Dow Inc shares in Q1 2024, an estimated $35.8K.
  • Dow Inc made up 0.06% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #188 holding.
  • Steward Partners Investment Solutions first reported a position in Dow Inc in Q4 2023 and has held it in 2 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.