AAS
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Avantax Advisory Services’s Diodes DIOD Stock Holding History

Avantax Advisory Services’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
Q1 		– Sell
-5,121
Closed -$316K – 2249
2024
Q4 		$316K Sell
5,121
-3,162
-38% -$197K ﹤0.01% 1748
2024
Q3 		$531K Sell
8,283
-4,482
-35% -$310K ﹤0.01% 1374
2024
Q2 		$918K Buy
+12,765
New +$915K 0.01% 1024

Other funds holding DIOD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Avantax Advisory Services's DIOD Position: Q1 2025 in Review

Avantax Advisory Services sold out of Diodes (DIOD) in Q1 2025, closing a stake of 5,121 shares — an estimated $316K sold.

Avantax Advisory Services first reported a position in DIOD in Q2 2024 and held it in 3 quarters. The position peaked at $918K in Q2 2024. 272 funds tracked by Wall St. Rank hold DIOD as of Q1 2025.

  • Avantax Advisory Services reported no remaining Diodes position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 5,121 Diodes shares in Q1 2025, an estimated $316K.
  • Avantax Advisory Services first reported a position in Diodes in Q2 2024 and held it in 3 quarters.
  • Avantax Advisory Services's Diodes position peaked at $918K in Q2 2024.
  • 272 funds tracked by Wall St. Rank held Diodes as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.