DOA
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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return