Western Pacific Wealth Management’s Dow Inc DOW Stock Holding History

Western Pacific Wealth Management’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	-248	Closed	-$13.5K	–	227
2024 Q3	$13.5K	Hold	248	–	–	0.01%	200
2024 Q2	$13.2K	Hold	248	–	–	0.01%	178
2024 Q1	$14.4K	Hold	248	–	–	0.01%	182
2023 Q4	$13.6K	Hold	248	–	–	0.01%	186
2023 Q3	$12.8K	Hold	248	–	–	0.01%	189
2023 Q2	$13.2K	Hold	248	–	–	0.01%	195
2023 Q1	$13.6K	Hold	248	–	–	0.01%	197
2022 Q4	$12.5K	Hold	248	–	–	0.01%	189
2022 Q3	$10K	Hold	248	–	–	0.01%	196
2022 Q2	$12K	Hold	248	–	–	0.01%	141
2022 Q1	$15K	Hold	248	–	–	0.01%	154
2021 Q4	$14K	Buy	+248	New	+$14.1K	0.01%	163

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Western Pacific Wealth Management's DOW Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 248 shares — an estimated $13.5K sold.

Western Pacific Wealth Management first reported a position in DOW in Q4 2021 and held it in 12 quarters. The position peaked at $15K in Q1 2022. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

Western Pacific Wealth Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 248 Dow Inc shares in Q4 2024, an estimated $13.5K.
Western Pacific Wealth Management first reported a position in Dow Inc in Q4 2021 and held it in 12 quarters.
Western Pacific Wealth Management's Dow Inc position peaked at $15K in Q1 2022.
1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.