Synergy Asset Management’s Dow Inc DOW Stock Holding History

Synergy Asset 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
2025 Q1	–	Sell	-500	Closed	-$27.3K	–	248
2024 Q4	$27.3K	Buy	+500	New	+$23.3K	﹤0.01%	334

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Synergy Asset Management's DOW Position: Q1 2025 in Review

Synergy Asset Management sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 500 shares — an estimated $27.3K sold.

Synergy Asset Management first reported a position in DOW in Q4 2024 and held it in 1 quarter. The position peaked at $27.3K in Q4 2024. 1,347 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

Synergy Asset Management reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 500 Dow Inc shares in Q1 2025, an estimated $27.3K.
Synergy Asset Management first reported a position in Dow Inc in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Dow Inc position peaked at $27.3K in Q4 2024.
1,347 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.