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Advus Financial Partners, LLC’s Dow Inc DOW Stock Holding History

Advus Financial Partners, LLC’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
-5,082
Closed -$270K – 221
2024
Q2 		$270K Sell
5,082
-201
-4% -$11.5K 0.08% 157
2024
Q1 		$306K Sell
5,283
-252
-5% -$13.9K 0.09% 141
2023
Q4 		$304K Buy
5,535
+1,089
+24% +$55.6K 0.1% 133
2023
Q3 		$229K Sell
4,446
-747
-14% -$40.1K 0.09% 139
2023
Q2 		$277K Buy
5,193
+1,076
+26% +$57.2K 0.11% 118
2023
Q1 		$226K Buy
+4,117
New +$232K 0.09% 127

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advus Financial Partners, LLC's DOW Position: Q3 2024 in Review

Advus Financial Partners, LLC sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 5,082 shares — an estimated $270K sold.

Advus Financial Partners, LLC first reported a position in DOW in Q1 2023 and held it in 6 quarters. The position peaked at $306K in Q1 2024. 1,493 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • Advus Financial Partners, LLC reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 5,082 Dow Inc shares in Q3 2024, an estimated $270K.
  • Advus Financial Partners, LLC first reported a position in Dow Inc in Q1 2023 and held it in 6 quarters.
  • Advus Financial Partners, LLC's Dow Inc position peaked at $306K in Q1 2024.
  • 1,493 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Advus Financial Partners, LLC's 13F filing for Q3 2024, filed 25 Aug 2026.