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VitalStone Financial’s Dow Inc DOW Stock Holding History

VitalStone Financial’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 		$164 Hold
3
– – ﹤0.01% 467
2024
Q2 		$159 Hold
3
– – ﹤0.01% 464
2024
Q1 		$0 Hold
3
– – ﹤0.01% 498
2023
Q4 		$0 Hold
3
– – ﹤0.01% 503
2023
Q3 		$0 Sell
3
-26
-90% -$1.4K ﹤0.01% 485
2023
Q2 		$1K Buy
29
+26
+867% +$1.38K ﹤0.01% 835
2023
Q1 		$0 Hold
3
– – ﹤0.01% 404
2022
Q4 		$0 Buy
+3
New +$147 ﹤0.01% 533

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

VitalStone Financial's DOW Position: Q3 2024 in Review

VitalStone Financial held its Dow Inc (DOW) position steady in Q3 2024 at 3 shares worth $164. The position accounts for ﹤0.01% of the portfolio, ranked #467.

VitalStone Financial first reported a position in DOW in Q4 2022 and has held it in 8 quarters since. The position peaked at $1K in Q2 2023. 1,492 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • VitalStone Financial held 3 shares of Dow Inc worth $164 as of Q3 2024.
  • VitalStone Financial left its Dow Inc share count unchanged in Q3 2024.
  • Dow Inc made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #467 holding.
  • VitalStone Financial first reported a position in Dow Inc in Q4 2022 and has held it in 8 quarters since.
  • VitalStone Financial's Dow Inc position peaked at $1K in Q2 2023.
  • 1,492 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.