Wells Financial Advisors’s Dow Inc DOW Stock Holding History

Wells Financial Advisors’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	-85	Closed	-$4.64K	–	84
2024 Q3	$4.64K	Buy	+85	New	+$4.49K	0.01%	90

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Financial Advisors's DOW Position: Q4 2024 in Review

Wells Financial Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 85 shares — an estimated $4.64K sold.

Wells Financial Advisors first reported a position in DOW in Q3 2024 and held it in 1 quarter. The position peaked at $4.64K in Q3 2024. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

Wells Financial Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
Wells Financial Advisors sold 85 Dow Inc shares in Q4 2024, an estimated $4.64K.
Wells Financial Advisors first reported a position in Dow Inc in Q3 2024 and held it in 1 quarter.
Wells Financial Advisors's Dow Inc position peaked at $4.64K in Q3 2024.
1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Wells Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.