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Total Clarity Wealth Management’s Dow Inc DOW Stock Holding History

Total Clarity Wealth 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
2024
Q4 		– Sell
-37,298
Closed -$2.04M – 278
2024
Q3 		$2.04M Sell
37,298
-322
-0.9% -$17K 0.66% 41
2024
Q2 		$2M Sell
37,620
-7,518
-17% -$430K 0.69% 40
2024
Q1 		$2.61M Sell
45,138
-9,142
-17% -$505K 0.91% 27
2023
Q4 		$2.98M Sell
54,280
-1,727
-3% -$88.2K 1.22% 16
2023
Q3 		$2.89M Sell
56,007
-625
-1% -$33.6K 1.39% 11
2023
Q2 		$3.02M Sell
56,632
-1,936
-3% -$103K 1.5% 10
2023
Q1 		$3.21M Sell
58,568
-1,287
-2% -$72.4K 1.74% 8
2022
Q4 		$3.02M Buy
59,855
+2,982
+5% +$146K 1.54% 9
2022
Q3 		$2.5M Sell
56,873
-1,040
-2% -$52.7K 1.56% 13
2022
Q2 		$2.99M Sell
57,913
-6,150
-10% -$394K 1.55% 8
2022
Q1 		$4.08M Buy
64,063
+16,046
+33% +$968K 2.24% 6
2021
Q4 		$2.72M Buy
48,017
+200
+0.4% +$11.4K 1.24% 15
2021
Q3 		$2.75M Buy
47,817
+100
+0.2% +$6.12K 1.31% 13
2021
Q2 		$3.02M Sell
47,717
-43
-0.1% -$2.84K 1.69% 12
2021
Q1 		$3.05M Sell
47,760
-550
-1% -$32.9K 1.75% 9
2020
Q4 		$2.68M Buy
48,310
+50
+0.1% +$2.58K 1.86% 14
2020
Q3 		$2.27M Sell
48,260
-483
-1% -$21.7K 1.98% 12
2020
Q2 		$1.99M Buy
+48,743
New +$1.78M 1.82% 14
2020
Q1 		– Sell
-208
Closed -$11K – 213
2019
Q4 		$11K Buy
+208
New +$10.7K 0.01% 482

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Total Clarity Wealth Management's DOW Position: Q4 2024 in Review

Total Clarity Wealth Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 37,298 shares — an estimated $2.04M sold.

Total Clarity Wealth Management first reported a position in DOW in Q4 2019 and held it in 19 quarters. The position peaked at $4.08M in Q1 2022. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Total Clarity Wealth Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Total Clarity Wealth Management sold 37,298 Dow Inc shares in Q4 2024, an estimated $2.04M.
  • Total Clarity Wealth Management first reported a position in Dow Inc in Q4 2019 and held it in 19 quarters.
  • Total Clarity Wealth Management's Dow Inc position peaked at $4.08M in Q1 2022.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Total Clarity Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.