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Wealth Alliance’s Dow Inc DOW Stock Holding History

Wealth Alliance’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
-4,569
Closed -$250K – 507
2024
Q3 		$250K Buy
4,569
+245
+6% +$12.9K 0.03% 447
2024
Q2 		$229K Buy
4,324
+1
+0% +$57 0.03% 454
2024
Q1 		$250K Sell
4,323
-479
-10% -$26.5K 0.03% 444
2023
Q4 		$263K Sell
4,802
-227
-5% -$11.6K 0.04% 421
2023
Q3 		$259K Sell
5,029
-167
-3% -$8.96K 0.04% 389
2023
Q2 		$277K Buy
5,196
+109
+2% +$5.79K 0.04% 397
2023
Q1 		$279K Buy
5,087
+5
+0.1% +$281 0.05% 386
2022
Q4 		$256K Buy
5,082
+350
+7% +$17.1K 0.05% 388
2022
Q3 		$208K Sell
4,732
-183
-4% -$9.28K 0.04% 415
2022
Q2 		$254K Buy
4,915
+178
+4% +$11.4K 0.05% 367
2022
Q1 		$302K Buy
4,737
+194
+4% +$11.7K 0.06% 324
2021
Q4 		$258K Buy
4,543
+442
+11% +$25.2K 0.05% 363
2021
Q3 		$236K Sell
4,101
-131
-3% -$8.02K 0.05% 370
2021
Q2 		$268K Buy
4,232
+589
+16% +$38.9K 0.06% 352
2021
Q1 		$233K Sell
3,643
-678
-16% -$40.6K 0.07% 348
2020
Q4 		$240K Buy
+4,321
New +$223K 0.07% 327

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 $3.37T AUM 44.26% 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

Wealth Alliance's DOW Position: Q4 2024 in Review

Wealth Alliance sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,569 shares — an estimated $250K sold.

Wealth Alliance first reported a position in DOW in Q4 2020 and held it in 16 quarters. The position peaked at $302K in Q1 2022. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Wealth Alliance reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Wealth Alliance sold 4,569 Dow Inc shares in Q4 2024, an estimated $250K.
  • Wealth Alliance first reported a position in Dow Inc in Q4 2020 and held it in 16 quarters.
  • Wealth Alliance's Dow Inc position peaked at $302K in Q1 2022.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Wealth Alliance's 13F filing for Q4 2024, filed 3 Feb 2025.