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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 0.03% 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TCI Wealth Advisors's DOW Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Dow Inc (DOW) in Q2 2023, closing a stake of 2,755 shares — an estimated $151K sold.

TCI Wealth Advisors first reported a position in DOW in Q3 2019 and held it in 15 quarters. The position peaked at $230K in Q4 2019. 1,515 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Dow Inc position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 2,755 Dow Inc shares in Q2 2023, an estimated $151K.
  • TCI Wealth Advisors first reported a position in Dow Inc in Q3 2019 and held it in 15 quarters.
  • TCI Wealth Advisors's Dow Inc position peaked at $230K in Q4 2019.
  • 1,515 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.