CIA
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Cladis Investment Advisory’s Dow Inc DOW Stock Holding History

Cladis Investment Advisory’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
-6,032
Closed -$330K – 134
2024
Q3 		$330K Hold
6,032
– – 0.23% 97
2024
Q2 		$320K Hold
6,032
– – 0.23% 102
2024
Q1 		$349K Sell
6,032
-100
-2% -$5.53K 0.26% 97
2023
Q4 		$336K Hold
6,132
– – 0.26% 93
2023
Q3 		$316K Hold
6,132
– – 0.28% 91
2023
Q2 		$327K Hold
6,132
– – 0.28% 95
2023
Q1 		$336K Sell
6,132
-125
-2% -$7.03K 0.3% 94
2022
Q4 		$315K Buy
6,257
+175
+3% +$8.55K 0.31% 92
2022
Q3 		$267K Buy
6,082
+1,067
+21% +$54.1K 0.29% 102
2022
Q2 		$259K Hold
5,015
– – 0.26% 107
2022
Q1 		$320K Hold
5,015
– – 0.26% 106
2021
Q4 		$284K Buy
+5,015
New +$286K 0.23% 121

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $564B AUM 30.12% 1-Year Est. Return