Baron Silver Stevens Financial Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Baron Silver Stevens Financial Advisors’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
2022 Q4	–	Sell	-131	Closed	-$221	–	108
2022 Q3	$221	Buy	+131	New	+$41.6K	0.06%	81
2021 Q1	–	Sell	-131	Closed	-$40K	–	152
2020 Q4	$40K	Buy	+131	New	+$38.1K	0.01%	149

Other funds holding DIA

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's DIA Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2022, closing a stake of 131 shares — an estimated $221 sold.

Baron Silver Stevens Financial Advisors first reported a position in DIA in Q4 2020 and held it in 2 quarters. The position peaked at $40K in Q4 2020. 1,022 funds tracked by Wall St. Rank hold DIA as of Q4 2022.

Baron Silver Stevens Financial Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2022 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 131 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2022, an estimated $221.
Baron Silver Stevens Financial Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and held it in 2 quarters.
Baron Silver Stevens Financial Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $40K in Q4 2020.
1,022 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.