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TritonPoint Wealth’s Dow Inc DOW Stock Holding History

TritonPoint 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
-5,967
Closed -$329K – 338
2024
Q3 		$329K Sell
5,967
-402
-6% -$21.2K 0.03% 254
2024
Q2 		$338K Sell
6,369
-56
-0.9% -$3.2K 0.03% 244
2024
Q1 		$339K Sell
6,425
-2,854
-31% -$158K 0.04% 248
2023
Q4 		$509K Buy
+9,279
New +$474K 0.05% 214

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

TritonPoint Wealth's DOW Position: Q4 2024 in Review

TritonPoint Wealth sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 5,967 shares — an estimated $329K sold.

TritonPoint Wealth first reported a position in DOW in Q4 2023 and held it in 4 quarters. The position peaked at $509K in Q4 2023. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • TritonPoint Wealth reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • TritonPoint Wealth sold 5,967 Dow Inc shares in Q4 2024, an estimated $329K.
  • TritonPoint Wealth first reported a position in Dow Inc in Q4 2023 and held it in 4 quarters.
  • TritonPoint Wealth's Dow Inc position peaked at $509K in Q4 2023.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

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