TFO
DOW icon

Tarbox Family Office’s Dow Inc DOW Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-1,567
Closed -$100K – 362
2022
Q1 		$100K Sell
1,567
-76
-5% -$4.58K 0.02% 121
2021
Q4 		$93K Hold
1,643
– – 0.02% 169
2021
Q3 		$95K Hold
1,643
– – 0.02% 186
2021
Q2 		$104K Hold
1,643
– – 0.02% 181
2021
Q1 		$105K Sell
1,643
-798
-33% -$47.8K 0.02% 149
2020
Q4 		$135K Buy
2,441
+20
+0.8% +$1.03K 0.03% 133
2020
Q3 		$114K Sell
2,421
-1,018
-30% -$45.7K 0.03% 136
2020
Q2 		$140K Buy
3,439
+469
+16% +$17.2K 0.04% 126
2020
Q1 		$87K Buy
2,970
+108
+4% +$4.59K 0.03% 138
2019
Q4 		$157K Buy
2,862
+1,054
+58% +$54.5K 0.04% 120
2019
Q3 		$86K Sell
1,808
-25
-1% -$1.17K 0.03% 130
2019
Q2 		$90K Buy
+1,833
New +$96.8K 0.03% 130

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return