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SYSTM Wealth Solutions’s Dow Inc DOW Stock Holding History

SYSTM Wealth 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
Q3 		– Sell
-3,551
Closed -$188K – 249
2024
Q2 		$188K Sell
3,551
-231
-6% -$13.2K 0.04% 192
2024
Q1 		$219K Sell
3,782
-1,571
-29% -$86.8K 0.03% 388
2023
Q4 		$294K Sell
5,353
-1,384
-21% -$70.7K 0.04% 329
2023
Q3 		$347K Sell
6,737
-4,159
-38% -$223K 0.05% 337
2023
Q2 		$580K Sell
10,896
-156
-1% -$8.29K 0.08% 293
2023
Q1 		$606K Buy
11,052
+4,298
+64% +$242K 0.09% 269
2022
Q4 		$340K Buy
+6,754
New +$330K 0.04% 404

Other funds holding DOW

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

SYSTM Wealth Solutions's DOW Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 3,551 shares — an estimated $188K sold.

SYSTM Wealth Solutions first reported a position in DOW in Q4 2022 and held it in 7 quarters. The position peaked at $606K in Q1 2023. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 3,551 Dow Inc shares in Q3 2024, an estimated $188K.
  • SYSTM Wealth Solutions first reported a position in Dow Inc in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Dow Inc position peaked at $606K in Q1 2023.
  • 1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.