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Tradition Wealth Management’s Dow Inc DOW Stock Holding History

Tradition 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
Q1 		– Sell
-772
Closed -$42K – 597
2023
Q4 		$42K Buy
772
+1
+0.1% +$51 ﹤0.01% 667
2023
Q3 		$40K Buy
771
+7
+0.9% +$376 ﹤0.01% 658
2023
Q2 		$41K Buy
764
+33
+5% +$1.75K ﹤0.01% 686
2023
Q1 		$40K Sell
731
-14
-2% -$788 0.01% 672
2022
Q4 		$38K Buy
745
+30
+4% +$1.47K 0.01% 596
2022
Q3 		$31K Buy
715
+10
+1% +$507 ﹤0.01% 640
2022
Q2 		$36K Buy
705
+130
+23% +$8.33K 0.01% 531
2022
Q1 		$37K Sell
575
-4
-0.7% -$241 ﹤0.01% 580
2021
Q4 		$33K Sell
579
-5,280
-90% -$301K ﹤0.01% 627
2021
Q3 		$337K Sell
5,859
-661
-10% -$40.5K 0.05% 206
2021
Q2 		$413K Sell
6,520
-497
-7% -$32.8K 0.06% 197
2021
Q1 		$449K Buy
7,017
+4,333
+161% +$259K 0.08% 167
2020
Q4 		$149K Buy
+2,684
New +$139K 0.03% 256

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Tradition Wealth Management's DOW Position: Q1 2024 in Review

Tradition Wealth Management sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 772 shares — an estimated $42K sold.

Tradition Wealth Management first reported a position in DOW in Q4 2020 and held it in 13 quarters. The position peaked at $449K in Q1 2021. 1,612 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

  • Tradition Wealth Management reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 772 Dow Inc shares in Q1 2024, an estimated $42K.
  • Tradition Wealth Management first reported a position in Dow Inc in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Dow Inc position peaked at $449K in Q1 2021.
  • 1,612 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.