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VisionPoint Advisory Group’s Dow Inc DOW Stock Holding History

VisionPoint Advisory Group’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
-27
Closed -$1.43K – 378
2024
Q2 		$1.43K Sell
27
-4
-13% -$229 ﹤0.01% 696
2024
Q1 		$1.8K Buy
31
+4
+15% +$221 ﹤0.01% 691
2023
Q4 		$1.48K Sell
27
-242
-90% -$12.4K ﹤0.01% 655
2023
Q3 		$13.9K Buy
269
+259
+2,590% +$13.9K 0.01% 420
2023
Q2 		$533 Buy
+10
New +$532 ﹤0.01% 530

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

VisionPoint Advisory Group's DOW Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 27 shares — an estimated $1.43K sold.

VisionPoint Advisory Group first reported a position in DOW in Q2 2023 and held it in 5 quarters. The position peaked at $13.9K in Q3 2023. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 27 Dow Inc shares in Q3 2024, an estimated $1.43K.
  • VisionPoint Advisory Group first reported a position in Dow Inc in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Dow Inc position peaked at $13.9K in Q3 2023.
  • 1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.