West Financial Advisors’s Dow Inc DOW Stock Holding History

West 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 Q1	–	Sell	-249	Closed	-$13.7K	–	158
2023 Q4	$13.7K	Sell	249 -137	-35%	-$7K	﹤0.01%	117
2023 Q3	$19.9K	Buy	386 +79	+26%	+$4.24K	0.01%	111
2023 Q2	$16.4K	Buy	307 +58	+23%	+$3.08K	﹤0.01%	117
2023 Q1	$13.7K	Hold	249	–	–	﹤0.01%	115
2022 Q4	$12.5K	Hold	249	–	–	﹤0.01%	114
2022 Q3	$11K	Hold	249	–	–	﹤0.01%	139
2022 Q2	$13K	Hold	249	–	–	﹤0.01%	127
2022 Q1	$16K	Hold	249	–	–	﹤0.01%	128
2021 Q4	$14K	Hold	249	–	–	﹤0.01%	142
2021 Q3	$14K	Hold	249	–	–	﹤0.01%	123
2021 Q2	$16K	Hold	249	–	–	﹤0.01%	113
2021 Q1	$16K	Hold	249	–	–	0.01%	116
2020 Q4	$14K	Buy	+249	New	+$12.9K	0.01%	117

Other funds holding DOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

West Financial Advisors's DOW Position: Q1 2024 in Review

West Financial Advisors sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 249 shares — an estimated $13.7K sold.

West Financial Advisors first reported a position in DOW in Q4 2020 and held it in 13 quarters. The position peaked at $19.9K in Q3 2023. 1,611 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

West Financial Advisors reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
West Financial Advisors sold 249 Dow Inc shares in Q1 2024, an estimated $13.7K.
West Financial Advisors first reported a position in Dow Inc in Q4 2020 and held it in 13 quarters.
West Financial Advisors's Dow Inc position peaked at $19.9K in Q3 2023.
1,611 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on West Financial Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.