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Wetzel Investment Advisors’s Dow Inc DOW Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-3,318
Closed -$192K – 318
2024
Q2 		$192K Buy
3,318
+200
+6% +$11.4K 0.11% 118
2024
Q1 		$176K Sell
3,118
-200
-6% -$11.1K 0.1% 123
2023
Q4 		$182K Buy
+3,318
New +$170K 0.11% 117

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wetzel Investment Advisors's DOW Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 3,318 shares — an estimated $192K sold.

Wetzel Investment Advisors first reported a position in DOW in Q4 2023 and held it in 3 quarters. The position peaked at $192K in Q2 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 3,318 Dow Inc shares in Q3 2024, an estimated $192K.
  • Wetzel Investment Advisors first reported a position in Dow Inc in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Dow Inc position peaked at $192K in Q2 2024.
  • 1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.