SFP
DOW icon

Sweet Financial Partners’s Dow Inc DOW Stock Holding History

Sweet Financial Partners’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
-6,613
Closed -$383K – 195
2024
Q1 		$383K Buy
6,613
+3
+0% +$166 0.09% 140
2023
Q4 		$362K Sell
6,610
-10
-0.2% -$511 0.09% 140
2023
Q3 		$341K Buy
6,620
+3
+0% +$161 0.09% 134
2023
Q2 		$352K Buy
6,617
+3
+0% +$159 0.09% 133
2023
Q1 		$363K Buy
6,614
+76
+1% +$4.28K 0.1% 123
2022
Q4 		$329K Buy
6,538
+2
+0% +$98 0.1% 128
2022
Q3 		$287K Sell
6,536
-330
-5% -$16.7K 0.09% 134
2022
Q2 		$354K Buy
6,866
+2
+0% +$128 0.11% 117
2022
Q1 		$437K Buy
6,864
+1,938
+39% +$117K 0.12% 105
2021
Q4 		$279K Buy
+4,926
New +$281K 0.12% 113

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
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

Sweet Financial Partners's DOW Position: Q2 2024 in Review

Sweet Financial Partners sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 6,613 shares — an estimated $383K sold.

Sweet Financial Partners first reported a position in DOW in Q4 2021 and held it in 10 quarters. The position peaked at $437K in Q1 2022. 1,548 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

  • Sweet Financial Partners reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
  • Sweet Financial Partners sold 6,613 Dow Inc shares in Q2 2024, an estimated $383K.
  • Sweet Financial Partners first reported a position in Dow Inc in Q4 2021 and held it in 10 quarters.
  • Sweet Financial Partners's Dow Inc position peaked at $437K in Q1 2022.
  • 1,548 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Sweet Financial Partners's 13F filing for Q2 2024, filed 18 Jul 2024.