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Transform Wealth’s Dow Inc DOW Stock Holding History

Transform Wealth’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
-4,143
Closed -$226K – 265
2024
Q3 		$226K Buy
4,143
+32
+0.8% +$1.69K 0.02% 208
2024
Q2 		$218K Buy
4,111
+29
+0.7% +$1.66K 0.02% 202
2024
Q1 		$236K Sell
4,082
-118
-3% -$6.52K 0.02% 202
2023
Q4 		$230K Buy
4,200
+176
+4% +$8.99K 0.02% 219
2023
Q3 		$207K Sell
4,024
-2,941
-42% -$158K 0.02% 230
2023
Q2 		$371K Buy
6,965
+198
+3% +$10.5K 0.03% 201
2023
Q1 		$371K Sell
6,767
-747
-10% -$42K 0.04% 196
2022
Q4 		$379K Sell
7,514
-4,700
-38% -$230K 0.04% 167
2022
Q3 		$537K Sell
12,214
-97,761
-89% -$4.96M 0.07% 115
2022
Q2 		$5.68M Sell
109,975
-764
-0.7% -$48.9K 0.84% 46
2022
Q1 		$7.06M Sell
110,739
-54
-0% -$3.26K 0.79% 43
2021
Q4 		$6.28M Sell
110,793
-6,240
-5% -$356K 0.66% 55
2021
Q3 		$6.74M Sell
117,033
-20,337
-15% -$1.24M 0.77% 48
2021
Q2 		$8.69M Buy
137,370
+61,072
+80% +$4.03M 1.06% 28
2021
Q1 		$4.88M Buy
76,298
+5,261
+7% +$315K 0.98% 34
2020
Q4 		$3.94M Sell
71,037
-70,983
-50% -$3.66M 0.82% 43
2020
Q3 		$6.68M Buy
142,020
+5,853
+4% +$263K 1.08% 29
2020
Q2 		$5.55M Buy
+136,167
New +$4.98M 0.95% 37
2019
Q3 		– Sell
-7,196
Closed -$355K – 218
2019
Q2 		$355K Buy
+7,196
New +$380K 0.05% 196

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Transform Wealth's DOW Position: Q4 2024 in Review

Transform Wealth sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,143 shares — an estimated $226K sold.

Transform Wealth first reported a position in DOW in Q2 2019 and held it in 19 quarters. The position peaked at $8.69M in Q2 2021. 1,420 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Transform Wealth reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Transform Wealth sold 4,143 Dow Inc shares in Q4 2024, an estimated $226K.
  • Transform Wealth first reported a position in Dow Inc in Q2 2019 and held it in 19 quarters.
  • Transform Wealth's Dow Inc position peaked at $8.69M in Q2 2021.
  • 1,420 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Transform Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.