Atlas Private Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Atlas Private Wealth Management’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
2021 Q2	–	Sell	-298	Closed	-$98K	–	176
2021 Q1	$98K	Hold	298	–	–	0.06%	151
2020 Q4	$91K	Sell	298 -163	-35%	-$47.4K	0.06%	155
2020 Q3	$128K	Hold	461	–	–	0.1%	131
2020 Q2	$119K	Sell	461 -551	-54%	-$135K	0.1%	138
2020 Q1	$222K	Sell	1,012 -27	-3%	-$7.17K	0.21%	99
2019 Q4	$296K	Buy	+1,039	New	+$286K	0.23%	100

Other funds holding DIA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Atlas Private Wealth Management's DIA Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2021, closing a stake of 298 shares — an estimated $98K sold.

Atlas Private Wealth Management first reported a position in DIA in Q4 2019 and held it in 6 quarters. The position peaked at $296K in Q4 2019. 889 funds tracked by Wall St. Rank hold DIA as of Q2 2021.

Atlas Private Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 298 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2021, an estimated $98K.
Atlas Private Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $296K in Q4 2019.
889 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.