TCV Trust & Wealth Management’s Dow Inc DOW Stock Holding History

TCV Trust & Wealth Management’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	-4,103	Closed	-$224K	–	201
2024 Q3	$224K	Sell	4,103 -10	-0.2%	-$528	0.02%	188
2024 Q2	$218K	Hold	4,113	–	–	0.02%	189
2024 Q1	$238K	Hold	4,113	–	–	0.02%	181
2023 Q4	$226K	Sell	4,113 -453	-10%	-$23.1K	0.02%	176
2023 Q3	$235K	Buy	+4,566	New	+$245K	0.03%	176
2022 Q2	–	Sell	-3,489	Closed	-$222K	–	198
2022 Q1	$222K	Buy	+3,489	New	+$210K	0.02%	191
2020 Q4	–	Sell	-4,373	Closed	-$206K	–	183
2020 Q3	$206K	Buy	+4,373	New	+$196K	0.03%	172
2020 Q1	–	Sell	-5,532	Closed	-$303K	–	172
2019 Q4	$303K	Sell	5,532 -252	-4%	-$13K	0.04%	161
2019 Q3	$275K	Sell	5,784 -157	-3%	-$7.35K	0.04%	171
2019 Q2	$293K	Buy	+5,941	New	+$314K	0.04%	170

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCV Trust & Wealth Management's DOW Position: Q4 2024 in Review

TCV Trust & Wealth Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,103 shares — an estimated $224K sold.

TCV Trust & Wealth Management first reported a position in DOW in Q2 2019 and held it in 10 quarters. The position peaked at $303K in Q4 2019. 1,422 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

TCV Trust & Wealth Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
TCV Trust & Wealth Management sold 4,103 Dow Inc shares in Q4 2024, an estimated $224K.
TCV Trust & Wealth Management first reported a position in Dow Inc in Q2 2019 and held it in 10 quarters.
TCV Trust & Wealth Management's Dow Inc position peaked at $303K in Q4 2019.
1,422 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on TCV Trust & Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.