Column Capital Advisors’s Dow Inc DOW Stock Holding History

Column Capital 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
2023 Q3	$4.85K	Hold	94	–	–	﹤0.01%	605
2023 Q2	$5.01K	Sell	94 -400	-81%	-$21.3K	﹤0.01%	616
2023 Q1	$27.1K	Hold	494	–	–	﹤0.01%	405
2022 Q4	$24.9K	Buy	494 +400	+426%	+$19.5K	﹤0.01%	394
2022 Q3	$4K	Hold	94	–	–	﹤0.01%	565
2022 Q2	$5K	Hold	94	–	–	﹤0.01%	553
2022 Q1	$6K	Hold	94	–	–	﹤0.01%	547
2021 Q4	$5K	Sell	94 -13	-12%	-$741	﹤0.01%	574
2021 Q3	$6K	Sell	107 -36	-25%	-$2.2K	﹤0.01%	524
2021 Q2	$9K	Hold	143	–	–	﹤0.01%	486
2021 Q1	$9K	Hold	143	–	–	﹤0.01%	474
2020 Q4	$8K	Sell	143 -118	-45%	-$6.09K	﹤0.01%	485
2020 Q3	$12K	Hold	261	–	–	﹤0.01%	411
2020 Q2	$10K	Hold	261	–	–	﹤0.01%	476
2020 Q1	$8K	Sell	261 -345	-57%	-$14.7K	﹤0.01%	422
2019 Q4	$33K	Buy	+606	New	+$31.3K	0.02%	291

Other funds holding DOW

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

BlackRock New York $5.72T 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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return