Tyler-Stone Wealth Management’s Dow Inc DOW Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-750	Closed	-$39.8K	–	462
2024 Q2	$39.8K	Hold	750	–	–	0.02%	407
2024 Q1	$43.4K	Hold	750	–	–	0.02%	383
2023 Q4	$41.1K	Hold	750	–	–	0.02%	386
2023 Q3	$39K	Sell	750 -50	-6%	-$2.68K	0.02%	373
2023 Q2	$43K	Buy	+800	New	+$42.5K	0.02%	363
2022 Q4	$60K	Hold	1,200	–	–	0.04%	289
2022 Q3	$53K	Sell	1,200 -238	-17%	-$12.1K	0.04%	293
2022 Q2	$74K	Hold	1,438	–	–	0.05%	270
2022 Q1	$92K	Buy	1,438 +50	+4%	+$3.02K	0.05%	262
2021 Q4	$79K	Buy	+1,388	New	+$79.1K	0.04%	299

Other funds holding DOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tyler-Stone Wealth Management's DOW Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 750 shares — an estimated $39.8K sold.

Tyler-Stone Wealth Management first reported a position in DOW in Q4 2021 and held it in 10 quarters. The position peaked at $92K in Q1 2022. 1,496 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 750 Dow Inc shares in Q3 2024, an estimated $39.8K.
Tyler-Stone Wealth Management first reported a position in Dow Inc in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Dow Inc position peaked at $92K in Q1 2022.
1,496 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.