TCI Wealth Advisors’s Dow Inc DOW Stock Holding History

TCI Wealth Advisors’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	-2,755	Closed	-$151K	–	760
2023 Q1	$151K	Buy	2,755 +5	+0.2%	+$281	0.02%	219
2022 Q4	$139K	Sell	2,750 -303	-10%	-$14.8K	0.02%	215
2022 Q3	$134K	Sell	3,053 -300	-9%	-$15.2K	0.02%	205
2022 Q2	$173K	Buy	3,353 +69	+2%	+$4.42K	0.03%	181
2022 Q1	$209K	Buy	3,284 +317	+11%	+$19.1K	0.03%	170
2021 Q4	$168K	Buy	2,967 +56	+2%	+$3.19K	0.02%	194
2021 Q3	$168K	Sell	2,911 -332	-10%	-$20.3K	0.03%	208
2021 Q2	$205K	Buy	3,243 +48	+2%	+$3.17K	0.04%	182
2021 Q1	$204K	Buy	3,195 +59	+2%	+$3.53K	0.09%	161
2020 Q4	$174K	Sell	3,136 -1,024	-25%	-$52.9K	0.08%	174
2020 Q3	$196K	Sell	4,160 -32	-0.8%	-$1.44K	0.08%	158
2020 Q2	$171K	Sell	4,192 -201	-5%	-$7.36K	0.07%	157
2020 Q1	$128K	Buy	4,393 +198	+5%	+$8.42K	0.06%	181
2019 Q4	$230K	Sell	4,195 -15	-0.4%	-$775	0.09%	159
2019 Q3	$201K	Buy	+4,210	New	+$197K	0.09%	143

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return