AWE
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Avidian Wealth Enterprises’s Diodes DIOD Stock Holding History

Avidian Wealth Enterprises’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
2020
Q1 		– Sell
-25,338
Closed -$1.43M – 221
2019
Q4 		$1.43M Sell
25,338
-4,834
-16% -$224K 0.2% 51
2019
Q3 		$1.21M Sell
30,172
-7,872
-21% -$304K 0.2% 46
2019
Q2 		$1.38M Buy
+38,044
New +$1.35M 0.33% 31

Other funds holding DIOD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Avidian Wealth Enterprises's DIOD Position: Q1 2020 in Review

Avidian Wealth Enterprises sold out of Diodes (DIOD) in Q1 2020, closing a stake of 25,338 shares — an estimated $1.43M sold.

Avidian Wealth Enterprises first reported a position in DIOD in Q2 2019 and held it in 3 quarters. The position peaked at $1.43M in Q4 2019. 224 funds tracked by Wall St. Rank hold DIOD as of Q1 2020.

  • Avidian Wealth Enterprises reported no remaining Diodes position as of Q1 2020 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 25,338 Diodes shares in Q1 2020, an estimated $1.43M.
  • Avidian Wealth Enterprises first reported a position in Diodes in Q2 2019 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Diodes position peaked at $1.43M in Q4 2019.
  • 224 funds tracked by Wall St. Rank held Diodes as of Q1 2020.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2020, filed 22 Apr 2020.