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SWS Partners’s Dow Inc DOW Stock Holding History

SWS 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
Q3 		– Sell
-592
Closed -$31.4K – 154
2024
Q2 		$31.4K Buy
+592
New +$33.8K 0.01% 184

Other funds holding DOW

Vanguard Group
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SWS Partners's DOW Position: Q3 2024 in Review

SWS Partners sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 592 shares — an estimated $31.4K sold.

SWS Partners first reported a position in DOW in Q2 2024 and held it in 1 quarter. The position peaked at $31.4K in Q2 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • SWS Partners reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 592 Dow Inc shares in Q3 2024, an estimated $31.4K.
  • SWS Partners first reported a position in Dow Inc in Q2 2024 and held it in 1 quarter.
  • SWS Partners's Dow Inc position peaked at $31.4K in Q2 2024.
  • 1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.