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Tiedemann Advisors’s Dow Inc DOW Stock Holding History

Tiedemann 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
Q3 		$311K Buy
6,026
+1,938
+47% +$104K 0.01% 215
2023
Q2 		$218K Buy
+4,088
New +$217K 0.01% 236
2022
Q2 		– Sell
-26,465
Closed -$1.69M – 255
2022
Q1 		$1.69M Buy
26,465
+148
+0.6% +$8.93K 0.09% 102
2021
Q4 		$1.49M Sell
26,317
-120
-0.5% -$6.84K 0.07% 108
2021
Q3 		$1.52M Sell
26,437
-16,907
-39% -$1.03M 0.08% 104
2021
Q2 		$2.74M Buy
43,344
+1,013
+2% +$66.9K 0.11% 90
2021
Q1 		$2.71M Buy
42,331
+104
+0.2% +$6.22K 0.12% 87
2020
Q4 		$2.35M Buy
42,227
+43
+0.1% +$2.22K 0.11% 92
2020
Q3 		$1.99M Hold
42,184
– – 0.1% 126
2020
Q2 		$1.72M Buy
42,184
+5,419
+15% +$198K 0.09% 122
2020
Q1 		$1.07M Sell
36,765
-42,991
-54% -$1.83M 0.07% 147
2019
Q4 		$4.36M Sell
79,756
-3,984
-5% -$206K 0.21% 74
2019
Q3 		$3.99M Buy
83,740
+2,604
+3% +$122K 0.19% 85
2019
Q2 		$4M Buy
+81,136
New +$4.28M 0.2% 80

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tiedemann Advisors's DOW Position: Q3 2023 in Review

Tiedemann Advisors increased its Dow Inc (DOW) stake by 47% in Q3 2023, buying an estimated $104K and bringing the position to 6,026 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #215.

Tiedemann Advisors first reported a position in DOW in Q2 2019 and has held it in 14 quarters since. The position peaked at $4.36M in Q4 2019. 1,505 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

  • Tiedemann Advisors held 6,026 shares of Dow Inc worth $311K as of Q3 2023.
  • Tiedemann Advisors bought 1,938 Dow Inc shares in Q3 2023, an estimated $104K.
  • Dow Inc made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #215 holding.
  • Tiedemann Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 14 quarters since.
  • Tiedemann Advisors's Dow Inc position peaked at $4.36M in Q4 2019.
  • 1,505 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.