Atria Wealth Solutions’s Diodes DIOD Stock Holding History

Atria Wealth Solutions’s Portfolio DIOD Stock Details DIOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$255K	Buy	+4,816	New	+$212K	0.01%	1243
2024 Q1	–	Sell	-3,514	Closed	-$283K	–	1984
2023 Q4	$283K	Sell	3,514 -272	-7%	-$19.9K	﹤0.01%	1536
2023 Q3	$298K	Sell	3,786 -2,464	-39%	-$207K	﹤0.01%	1422
2023 Q2	$578K	Sell	6,250 -312	-5%	-$27.5K	0.01%	1088
2023 Q1	$609K	Buy	6,562 +1,788	+37%	+$160K	0.01%	1026
2022 Q4	$363K	Sell	4,774 -1,790	-27%	-$140K	0.01%	1252
2022 Q3	$426K	Buy	6,564 +2,905	+79%	+$210K	0.01%	1117
2022 Q2	$236K	Sell	3,659 -2,833	-44%	-$207K	﹤0.01%	1355
2022 Q1	$565K	Buy	+6,492	New	+$591K	0.01%	996

Other funds holding DIOD

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return