Coastal Bridge Advisors’s Dow Inc DOW Stock Holding History

Coastal Bridge 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
2025 Q2	–	Sell	-6,856	Closed	-$239K	–	448
2025 Q1	$239K	Buy	+6,856	New	+$263K	0.06%	221
2024 Q4	–	Sell	-6,434	Closed	-$351K	–	166
2024 Q3	$351K	Buy	6,434 +22	+0.3%	+$1.16K	0.09%	111
2024 Q2	$340K	Buy	6,412 +20	+0.3%	+$1.14K	0.08%	110
2024 Q1	$370K	Buy	6,392 +19	+0.3%	+$1.05K	0.09%	110
2023 Q4	$349K	Buy	6,373 +22	+0.3%	+$1.12K	0.09%	109
2023 Q3	$327K	Buy	6,351 +20	+0.3%	+$1.07K	0.09%	111
2023 Q2	$337K	Buy	6,331 +20	+0.3%	+$1.06K	0.08%	109
2023 Q1	$346K	Buy	6,311 +19	+0.3%	+$1.07K	0.09%	112
2022 Q4	$317K	Buy	6,292 +20	+0.3%	+$977	0.09%	113
2022 Q3	$276K	Buy	6,272 +21	+0.3%	+$1.06K	0.07%	125
2022 Q2	$323K	Buy	6,251 +1,628	+35%	+$104K	0.1%	106
2022 Q1	$295K	Buy	4,623 +16	+0.3%	+$965	0.07%	118
2021 Q4	$261K	Buy	4,607 +18	+0.4%	+$1.03K	0.05%	157
2021 Q3	$264K	Buy	4,589 +16	+0.3%	+$979	0.06%	112
2021 Q2	$289K	Buy	+4,573	New	+$302K	0.06%	111

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return