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Westover Capital Advisors’s Dow Inc DOW Stock Holding History

Westover Capital 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
-6,408
Closed -$350K – 245
2024
Q3 		$350K Sell
6,408
-1,264
-16% -$66.7K 0.07% 186
2024
Q2 		$407K Buy
7,672
+1,408
+22% +$80.4K 0.1% 151
2024
Q1 		$363K Buy
+6,264
New +$346K 0.11% 135
2023
Q4 		– Sell
-4,418
Closed -$228K – 182
2023
Q3 		$228K Sell
4,418
-286
-6% -$15.4K 0.08% 163
2023
Q2 		$251K Buy
4,704
+237
+5% +$12.6K 0.09% 156
2023
Q1 		$245K Buy
+4,467
New +$251K 0.09% 144
2022
Q3 		– Sell
-4,467
Closed -$231K – 160
2022
Q2 		$231K Buy
+4,467
New +$286K 0.09% 153

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

Westover Capital Advisors's DOW Position: Q4 2024 in Review

Westover Capital Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 6,408 shares — an estimated $350K sold.

Westover Capital Advisors first reported a position in DOW in Q2 2022 and held it in 7 quarters. The position peaked at $407K in Q2 2024. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Westover Capital Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Westover Capital Advisors sold 6,408 Dow Inc shares in Q4 2024, an estimated $350K.
  • Westover Capital Advisors first reported a position in Dow Inc in Q2 2022 and held it in 7 quarters.
  • Westover Capital Advisors's Dow Inc position peaked at $407K in Q2 2024.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Westover Capital Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.