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WR Wealth Planners’s Dow Inc DOW Stock Holding History

WR Wealth Planners’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 		$92K Buy
2,293
+185
+9% +$8.63K 0.03% 245
2024
Q3 		$115K Sell
2,108
-86
-4% -$4.54K 0.03% 247
2024
Q2 		$116K Buy
2,194
+116
+6% +$6.63K 0.04% 225
2024
Q1 		$120K Buy
+2,078
New +$115K 0.04% 234
2023
Q4 		– Sell
-1,961
Closed -$101K – 356
2023
Q3 		$101K Hold
1,961
– – 0.04% 232
2023
Q2 		$104K Sell
1,961
-74
-4% -$3.93K 0.04% 234
2023
Q1 		$112K Buy
2,035
+124
+6% +$6.98K 0.05% 226
2022
Q4 		$96.3K Buy
1,911
+25
+1% +$1.22K 0.06% 140
2022
Q3 		$82.8K Buy
1,886
+26
+1% +$1.32K 0.06% 137
2022
Q2 		$96K Buy
1,860
+20
+1% +$1.28K 0.06% 132
2022
Q1 		$117K Buy
+1,840
New +$111K 0.07% 129

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's DOW Position: Q4 2024 in Review

WR Wealth Planners increased its Dow Inc (DOW) stake by 8.8% in Q4 2024, buying an estimated $8.63K and bringing the position to 2,293 shares worth $92K. The position accounts for 0.03% of the portfolio, ranked #245.

WR Wealth Planners first reported a position in DOW in Q1 2022 and has held it in 11 quarters since. The position peaked at $120K in Q1 2024. 1,420 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • WR Wealth Planners held 2,293 shares of Dow Inc worth $92K as of Q4 2024.
  • WR Wealth Planners bought 185 Dow Inc shares in Q4 2024, an estimated $8.63K.
  • Dow Inc made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #245 holding.
  • WR Wealth Planners first reported a position in Dow Inc in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Dow Inc position peaked at $120K in Q1 2024.
  • 1,420 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.