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D'Orazio & Associates’s Dow Inc DOW Stock Holding History

D'Orazio & Associates’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
-3,949
Closed -$216K – 153
2023
Q1 		$216K Buy
+3,949
New +$222K 0.06% 118
2021
Q4 		– Sell
-307
Closed -$18K – 270
2021
Q3 		$18K Buy
307
+167
+119% +$10.2K ﹤0.01% 415
2021
Q2 		$9K Buy
+140
New +$9.24K ﹤0.01% 313
2020
Q3 		– Sell
-325
Closed -$13K – 330
2020
Q2 		$13K Hold
325
– – 0.01% 220
2020
Q1 		$10K Hold
325
– – ﹤0.01% 223
2019
Q4 		$18K Hold
325
– – 0.01% 211
2019
Q3 		$15K Hold
325
– – ﹤0.01% 224
2019
Q2 		$16K Buy
+325
New +$17.2K ﹤0.01% 215

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

D'Orazio & Associates's DOW Position: Q2 2023 in Review

D'Orazio & Associates sold out of Dow Inc (DOW) in Q2 2023, closing a stake of 3,949 shares — an estimated $216K sold.

D'Orazio & Associates first reported a position in DOW in Q2 2019 and held it in 8 quarters. The position peaked at $216K in Q1 2023. 1,514 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

  • D'Orazio & Associates reported no remaining Dow Inc position as of Q2 2023 after selling out during the quarter.
  • D'Orazio & Associates sold 3,949 Dow Inc shares in Q2 2023, an estimated $216K.
  • D'Orazio & Associates first reported a position in Dow Inc in Q2 2019 and held it in 8 quarters.
  • D'Orazio & Associates's Dow Inc position peaked at $216K in Q1 2023.
  • 1,514 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on D'Orazio & Associates's 13F filing for Q2 2023, filed 4 Aug 2023.