Tower Bridge Advisors’s Dow Inc DOW Stock Holding History

Tower Bridge 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 Q4	–	Sell	-5,039	Closed	-$260K	–	230
2023 Q3	$260K	Buy	5,039 +57	+1%	+$3.06K	0.02%	201
2023 Q2	$265K	Sell	4,982 -11,338	-69%	-$603K	0.02%	183
2023 Q1	$895K	Hold	16,320	–	–	0.07%	146
2022 Q4	$822K	Sell	16,320 -100	-0.6%	-$4.88K	0.07%	152
2022 Q3	$721K	Sell	16,420 -1,113	-6%	-$56.4K	0.06%	151
2022 Q2	$905K	Hold	17,533	–	–	0.07%	140
2022 Q1	$1.12M	Sell	17,533 -2,786	-14%	-$168K	0.07%	142
2021 Q4	$1.15M	Sell	20,319 -75	-0.4%	-$4.28K	0.07%	146
2021 Q3	$1.17M	Sell	20,394 -1,068	-5%	-$65.4K	0.08%	144
2021 Q2	$1.36M	Buy	21,462 +986	+5%	+$65.1K	0.09%	140
2021 Q1	$1.31M	Sell	20,476 -1,201	-6%	-$71.9K	0.1%	133
2020 Q4	$1.2M	Buy	21,677 +6,320	+41%	+$326K	0.1%	131
2020 Q3	$723K	Sell	15,357 -608	-4%	-$27.3K	0.07%	127
2020 Q2	$651K	Sell	15,965 -1,275	-7%	-$46.7K	0.07%	126
2020 Q1	$504K	Sell	17,240 -17,214	-50%	-$732K	0.07%	130
2019 Q4	$1.89M	Sell	34,454 -30,557	-47%	-$1.58M	0.2%	97
2019 Q3	$3.64M	Sell	65,011 -6,744	-9%	-$316K	0.4%	72
2019 Q2	$3.54M	Buy	+71,755	New	+$3.79M	0.4%	73

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return