Fortitude Advisory Group’s Dow Inc DOW Stock Holding History

Fortitude Advisory Group’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
2024 Q1	–	Sell	-5,589	Closed	-$306K	–	223
2023 Q4	$306K	Sell	5,589 -451	-7%	-$23K	0.19%	126
2023 Q3	$311K	Buy	6,040 +115	+2%	+$6.17K	0.21%	107
2023 Q2	$316K	Sell	5,925 -23	-0.4%	-$1.22K	0.23%	108
2023 Q1	$326K	Buy	5,948 +3	+0.1%	+$169	0.25%	107
2022 Q4	$300K	Buy	5,945 +513	+9%	+$25.1K	0.26%	117
2022 Q3	$239K	Sell	5,432 -407	-7%	-$20.6K	0.23%	131
2022 Q2	$301K	Buy	5,839 +1,637	+39%	+$105K	0.28%	99
2022 Q1	$268K	Buy	4,202 +1,365	+48%	+$82.3K	0.14%	149
2021 Q4	$161K	Buy	+2,837	New	+$162K	0.08%	242

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

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

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

Dimensional Fund Advisors

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors

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