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Baker Tilly Wealth Management’s Diodes DIOD Stock Holding History

Baker Tilly Wealth Management’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
2024
Q1 		– Sell
-4,817
Closed -$388K – 424
2023
Q4 		$388K Sell
4,817
-29
-0.6% -$2.12K 0.06% 344
2023
Q3 		$382K Sell
4,846
-276
-5% -$23.2K 0.06% 319
2023
Q2 		$474K Buy
5,122
+78
+2% +$6.87K 0.05% 352
2023
Q1 		$468K Sell
5,044
-797
-14% -$71.4K 0.05% 352
2022
Q4 		$445K Sell
5,841
-279
-5% -$21.9K 0.05% 353
2022
Q3 		$397K Sell
6,120
-65
-1% -$4.7K 0.05% 352
2022
Q2 		$399K Sell
6,185
-187
-3% -$13.6K 0.05% 359
2022
Q1 		$554K Sell
6,372
-708
-10% -$64.5K 0.06% 322
2021
Q4 		$777K Buy
7,080
+1,196
+20% +$121K 0.08% 263
2021
Q3 		$533K Buy
5,884
+635
+12% +$55.5K 0.07% 297
2021
Q2 		$419K Buy
5,249
+1,050
+25% +$80.7K 0.07% 318
2021
Q1 		$335K Buy
4,199
+768
+22% +$60.7K 0.07% 331
2020
Q4 		$242K Buy
+3,431
New +$221K 0.07% 285

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baker Tilly Wealth Management's DIOD Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of Diodes (DIOD) in Q1 2024, closing a stake of 4,817 shares — an estimated $388K sold.

Baker Tilly Wealth Management first reported a position in DIOD in Q4 2020 and held it in 13 quarters. The position peaked at $777K in Q4 2021. 308 funds tracked by Wall St. Rank hold DIOD as of Q1 2024.

  • Baker Tilly Wealth Management reported no remaining Diodes position as of Q1 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 4,817 Diodes shares in Q1 2024, an estimated $388K.
  • Baker Tilly Wealth Management first reported a position in Diodes in Q4 2020 and held it in 13 quarters.
  • Baker Tilly Wealth Management's Diodes position peaked at $777K in Q4 2021.
  • 308 funds tracked by Wall St. Rank held Diodes as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.