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Advanced Research Investment Solutions’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Advanced Research Investment Solutions’s Portfolio DIA Stock Details DIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-50
Closed -$17K – 146
2022
Q1 		$17K Hold
50
– – 0.01% 110
2021
Q4 		$18K Buy
+50
New +$17.8K 0.01% 112

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Advanced Research Investment Solutions's DIA Position: Q2 2022 in Review

Advanced Research Investment Solutions sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2022, closing a stake of 50 shares — an estimated $17K sold.

Advanced Research Investment Solutions first reported a position in DIA in Q4 2021 and held it in 2 quarters. The position peaked at $18K in Q4 2021. 952 funds tracked by Wall St. Rank hold DIA as of Q2 2022.

  • Advanced Research Investment Solutions reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 50 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2022, an estimated $17K.
  • Advanced Research Investment Solutions first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 2 quarters.
  • Advanced Research Investment Solutions's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $18K in Q4 2021.
  • 952 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q2 2022, filed 3 Aug 2022.