Triad Wealth Partners’s Dow Inc DOW Stock Holding History

Triad Wealth Partners’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	-1,867	Closed	-$99K	–	271
2024 Q2	$99K	Buy	+1,867	New	+$107K	0.05%	153

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Triad Wealth Partners's DOW Position: Q3 2024 in Review

Triad Wealth Partners sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 1,867 shares — an estimated $99K sold.

Triad Wealth Partners first reported a position in DOW in Q2 2024 and held it in 1 quarter. The position peaked at $99K in Q2 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Triad Wealth Partners reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 1,867 Dow Inc shares in Q3 2024, an estimated $99K.
Triad Wealth Partners first reported a position in Dow Inc in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Dow Inc position peaked at $99K in Q2 2024.
1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.