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Tilia Fiduciary Partners’s Dow Inc DOW Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-2,559
Closed -$136K – 200
2023
Q2 		$136K Buy
2,559
+311
+14% +$16.5K 0.12% 110
2023
Q1 		$123K Buy
2,248
+1,649
+275% +$92.8K 0.12% 122
2022
Q4 		$30.2K Buy
599
+342
+133% +$16.7K 0.03% 247
2022
Q3 		$11K Sell
257
-570
-69% -$28.9K 0.01% 359
2022
Q2 		$42K Sell
827
-64
-7% -$4.1K 0.04% 221
2022
Q1 		$57K Buy
891
+81
+10% +$4.89K 0.05% 209
2021
Q4 		$46K Buy
+810
New +$46.2K 0.04% 232

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

Tilia Fiduciary Partners's DOW Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Dow Inc (DOW) in Q3 2023, closing a stake of 2,559 shares — an estimated $136K sold.

Tilia Fiduciary Partners first reported a position in DOW in Q4 2021 and held it in 7 quarters. The position peaked at $136K in Q2 2023. 1,504 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Dow Inc position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 2,559 Dow Inc shares in Q3 2023, an estimated $136K.
  • Tilia Fiduciary Partners first reported a position in Dow Inc in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Dow Inc position peaked at $136K in Q2 2023.
  • 1,504 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.