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USA Financial Formulas’s Dow Inc DOW Stock Holding History

USA Financial Formulas’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
-25
Closed -$1.33K – 292
2024
Q2 		$1.33K Sell
25
-269
-91% -$15.4K ﹤0.01% 295
2024
Q1 		$17K Buy
+294
New +$16.2K ﹤0.01% 271
2022
Q3 		$1K Hold
22
– – ﹤0.01% 227
2022
Q2 		$1K Hold
22
– – ﹤0.01% 254
2022
Q1 		$1K Buy
+22
New +$1.33K ﹤0.01% 285

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

USA Financial Formulas's DOW Position: Q3 2024 in Review

USA Financial Formulas sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 25 shares — an estimated $1.33K sold.

USA Financial Formulas first reported a position in DOW in Q1 2022 and held it in 5 quarters. The position peaked at $17K in Q1 2024. 1,496 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • USA Financial Formulas reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
  • USA Financial Formulas sold 25 Dow Inc shares in Q3 2024, an estimated $1.33K.
  • USA Financial Formulas first reported a position in Dow Inc in Q1 2022 and held it in 5 quarters.
  • USA Financial Formulas's Dow Inc position peaked at $17K in Q1 2024.
  • 1,496 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on USA Financial Formulas's 13F filing for Q3 2024, filed 8 Oct 2024.