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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return