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Virtue Capital Management’s Dow Inc DOW Stock Holding History

Virtue Capital 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
-5,390
Closed -$294K – 264
2024
Q3 		$294K Sell
5,390
-566
-10% -$29.9K 0.06% 202
2024
Q2 		$320K Buy
5,956
+326
+6% +$18.6K 0.05% 274
2024
Q1 		$328K Sell
5,630
-3,369
-37% -$186K 0.06% 281
2023
Q4 		$491K Sell
8,999
-3,410
-27% -$174K 0.1% 203
2023
Q3 		$656K Hold
12,409
– – 0.11% 172
2023
Q2 		$656K Buy
12,409
+1,228
+11% +$65.3K 0.11% 172
2023
Q1 		$588K Sell
11,181
-300
-3% -$16.9K 0.1% 187
2022
Q4 		$579K Buy
+11,481
New +$561K 0.09% 176
2022
Q3 		– Sell
-4,602
Closed -$238K – 266
2022
Q2 		$238K Sell
4,602
-3,500
-43% -$224K 0.04% 225
2022
Q1 		$516K Buy
8,102
+1,838
+29% +$111K 0.08% 263
2021
Q4 		$355K Sell
6,264
-834
-12% -$47.6K 0.05% 318
2021
Q3 		$409K Sell
7,098
-189
-3% -$11.6K 0.07% 270
2021
Q2 		$461K Buy
7,287
+402
+6% +$26.5K 0.09% 236
2021
Q1 		$440K Buy
+6,885
New +$412K 0.1% 224

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
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

Virtue Capital Management's DOW Position: Q4 2024 in Review

Virtue Capital Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 5,390 shares — an estimated $294K sold.

Virtue Capital Management first reported a position in DOW in Q1 2021 and held it in 14 quarters. The position peaked at $656K in Q3 2023. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Virtue Capital Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Virtue Capital Management sold 5,390 Dow Inc shares in Q4 2024, an estimated $294K.
  • Virtue Capital Management first reported a position in Dow Inc in Q1 2021 and held it in 14 quarters.
  • Virtue Capital Management's Dow Inc position peaked at $656K in Q3 2023.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Virtue Capital Management's 13F filing for Q4 2024, filed 26 Feb 2025.