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Triangle Securities Wealth Management’s Dow Inc DOW Stock Holding History

Triangle Securities 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
-4,550
Closed -$249K – 200
2024
Q3 		$249K Hold
4,550
– – 0.06% 188
2024
Q2 		$241K Hold
4,550
– – 0.07% 189
2024
Q1 		$264K Hold
4,550
– – 0.08% 186
2023
Q4 		$250K Hold
4,550
– – 0.08% 181
2023
Q3 		$235K Sell
4,550
-100
-2% -$5.37K 0.08% 174
2023
Q2 		$248K Sell
4,650
-190
-4% -$10.1K 0.09% 173
2023
Q1 		$265K Sell
4,840
-64
-1% -$3.6K 0.09% 170
2022
Q4 		$247K Sell
4,904
-137
-3% -$6.69K 0.09% 174
2022
Q3 		$221K Sell
5,041
-98
-2% -$4.97K 0.09% 168
2022
Q2 		$265K Buy
5,139
+98
+2% +$6.28K 0.1% 160
2022
Q1 		$321K Buy
5,041
+7
+0.1% +$422 0.11% 157
2021
Q4 		$286K Hold
5,034
– – 0.09% 162
2021
Q3 		$290K Sell
5,034
-276
-5% -$16.9K 0.1% 157
2021
Q2 		$336K Sell
5,310
-802
-13% -$53K 0.11% 154
2021
Q1 		$391K Sell
6,112
-79
-1% -$4.73K 0.14% 143
2020
Q4 		$344K Hold
6,191
– – 0.14% 146
2020
Q3 		$291K Hold
6,191
– – 0.13% 145
2020
Q2 		$252K Sell
6,191
-887
-13% -$32.5K 0.12% 145
2020
Q1 		$207K Sell
7,078
-2,097
-23% -$89.1K 0.12% 145
2019
Q4 		$502K Sell
9,175
-313
-3% -$16.2K 0.22% 111
2019
Q3 		$452K Buy
9,488
+16
+0.2% +$749 0.22% 114
2019
Q2 		$460K Buy
+9,472
New +$500K 0.23% 106

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

Triangle Securities Wealth Management's DOW Position: Q4 2024 in Review

Triangle Securities Wealth Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,550 shares — an estimated $249K sold.

Triangle Securities Wealth Management first reported a position in DOW in Q2 2019 and held it in 22 quarters. The position peaked at $502K in Q4 2019. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Triangle Securities Wealth Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 4,550 Dow Inc shares in Q4 2024, an estimated $249K.
  • Triangle Securities Wealth Management first reported a position in Dow Inc in Q2 2019 and held it in 22 quarters.
  • Triangle Securities Wealth Management's Dow Inc position peaked at $502K in Q4 2019.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.