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TD Ameritrade Investment Management’s Dow Inc DOW Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-166
Closed -$9K – 120
2023
Q2 		$9K Sell
166
-257
-61% -$13.7K ﹤0.01% 358
2023
Q1 		$23K Sell
423
-274
-39% -$15.4K ﹤0.01% 291
2022
Q4 		$35K Sell
697
-8,486
-92% -$415K ﹤0.01% 277
2022
Q3 		$403K Sell
9,183
-1,832
-17% -$92.9K ﹤0.01% 153
2022
Q2 		$569K Sell
11,015
-2,617
-19% -$168K 0.01% 147
2022
Q1 		$869K Buy
13,632
+338
+3% +$20.4K 0.01% 144
2021
Q4 		$754K Buy
13,294
+349
+3% +$19.9K 0.01% 150
2021
Q3 		$609K Buy
12,945
+1,026
+9% +$62.8K 0.01% 146
2021
Q2 		$754K Buy
11,919
+1,177
+11% +$77.7K 0.01% 137
2021
Q1 		$596K Hold
10,742
– – ﹤0.01% 139
2020
Q4 		$596K Sell
10,742
-2,203
-17% -$114K ﹤0.01% 139
2020
Q3 		$609K Buy
12,945
+25
+0.2% +$1.12K 0.01% 146
2020
Q2 		$527K Buy
12,920
+539
+4% +$19.7K ﹤0.01% 156
2020
Q1 		$362K Sell
12,381
-1,215
-9% -$51.6K ﹤0.01% 174
2019
Q4 		$744K Buy
13,596
+861
+7% +$44.5K 0.01% 149
2019
Q3 		$607K Buy
12,735
+2,094
+20% +$98K ﹤0.01% 152
2019
Q2 		$525K Buy
+10,641
New +$562K ﹤0.01% 149

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Ameritrade Investment Management's DOW Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Dow Inc (DOW) in Q3 2023, closing a stake of 166 shares — an estimated $9K sold.

TD Ameritrade Investment Management first reported a position in DOW in Q2 2019 and held it in 17 quarters. The position peaked at $869K in Q1 2022. 1,503 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Dow Inc position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 166 Dow Inc shares in Q3 2023, an estimated $9K.
  • TD Ameritrade Investment Management first reported a position in Dow Inc in Q2 2019 and held it in 17 quarters.
  • TD Ameritrade Investment Management's Dow Inc position peaked at $869K in Q1 2022.
  • 1,503 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.