Colony Family Offices’s Dow Inc DOW Stock Holding History

Colony Family Offices’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
2023 Q2	–	Sell	-4,000	Closed	-$219K	–	59
2023 Q1	$219K	Buy	+4,000	New	+$225K	0.08%	76

Other funds holding DOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Colony Family Offices's DOW Position: Q2 2023 in Review

Colony Family Offices sold out of Dow Inc (DOW) in Q2 2023, closing a stake of 4,000 shares — an estimated $219K sold.

Colony Family Offices first reported a position in DOW in Q1 2023 and held it in 1 quarter. The position peaked at $219K in Q1 2023. 1,514 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

Colony Family Offices reported no remaining Dow Inc position as of Q2 2023 after selling out during the quarter.
Colony Family Offices sold 4,000 Dow Inc shares in Q2 2023, an estimated $219K.
Colony Family Offices first reported a position in Dow Inc in Q1 2023 and held it in 1 quarter.
Colony Family Offices's Dow Inc position peaked at $219K in Q1 2023.
1,514 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on Colony Family Offices's 13F filing for Q2 2023, filed 27 Jul 2023.