TFO Wealth Partners’s Dow Inc DOW Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-8	Closed	-$463	–	252
2024 Q1	$463	Hold	8	–	–	﹤0.01%	283
2023 Q4	$439	Sell	8 -3	-27%	-$153	﹤0.01%	368
2023 Q3	$586	Buy	11 +3	+38%	+$161	﹤0.01%	415
2023 Q2	$426	Hold	8	–	–	﹤0.01%	316
2023 Q1	$439	Buy	8 +6	+300%	+$338	﹤0.01%	275
2022 Q4	$271	Buy	+2	New	+$98	﹤0.01%	576
2021 Q2	–	Sell	-350	Closed	-$22K	–	122
2021 Q1	$22K	Buy	+350	New	+$20.9K	0.01%	97

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

TFO Wealth Partners's DOW Position: Q2 2024 in Review

TFO Wealth Partners sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 8 shares — an estimated $463 sold.

TFO Wealth Partners first reported a position in DOW in Q1 2021 and held it in 7 quarters. The position peaked at $22K in Q1 2021. 1,548 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

TFO Wealth Partners reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 8 Dow Inc shares in Q2 2024, an estimated $463.
TFO Wealth Partners first reported a position in Dow Inc in Q1 2021 and held it in 7 quarters.
TFO Wealth Partners's Dow Inc position peaked at $22K in Q1 2021.
1,548 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.