Mirador Capital Partners’s Dow Inc DOW Stock Holding History

Mirador Capital Partners’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 Q4	–	Sell	-15,901	Closed	-$869K	–	200
2024 Q3	$869K	Buy	15,901 +913	+6%	+$48.2K	0.16%	94
2024 Q2	$795K	Buy	14,988 +737	+5%	+$42.1K	0.15%	90
2024 Q1	$826K	Buy	14,251 +1,055	+8%	+$58.3K	0.16%	100
2023 Q4	$724K	Buy	13,196 +701	+6%	+$35.8K	0.15%	96
2023 Q3	$644K	Buy	12,495 +358	+3%	+$19.2K	0.15%	102
2023 Q2	$646K	Sell	12,137 -10	-0.1%	-$532	0.15%	106
2023 Q1	$666K	Buy	12,147 +4,292	+55%	+$241K	0.16%	95
2022 Q4	$396K	Sell	7,855 -2,831	-26%	-$138K	0.09%	130
2022 Q3	$469K	Sell	10,686 -163	-2%	-$8.26K	0.11%	118
2022 Q2	$560K	Buy	10,849 +895	+9%	+$57.3K	0.13%	113
2022 Q1	$634K	Buy	9,954 +2,598	+35%	+$157K	0.13%	120
2021 Q4	$417K	Buy	+7,356	New	+$419K	0.09%	158
2019 Q3	–	Sell	-6,365	Closed	-$314K	–	168
2019 Q2	$314K	Buy	+6,365	New	+$336K	0.15%	110

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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

Geode Capital Management

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

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return