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Bartlett & Co Wealth Management’s Diodes DIOD Stock Holding History

Bartlett & Co 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
2022
Q4 		– Sell
-24
Closed -$1.56K – 1128
2022
Q3 		$1.56K Sell
24
-37
-61% -$2.67K ﹤0.01% 1076
2022
Q2 		$3.94K Buy
+61
New +$4.45K ﹤0.01% 1068

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bartlett & Co Wealth Management's DIOD Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Diodes (DIOD) in Q4 2022, closing a stake of 24 shares — an estimated $1.56K sold.

Bartlett & Co Wealth Management first reported a position in DIOD in Q2 2022 and held it in 2 quarters. The position peaked at $3.94K in Q2 2022. 332 funds tracked by Wall St. Rank hold DIOD as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining Diodes position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 24 Diodes shares in Q4 2022, an estimated $1.56K.
  • Bartlett & Co Wealth Management first reported a position in Diodes in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Diodes position peaked at $3.94K in Q2 2022.
  • 332 funds tracked by Wall St. Rank held Diodes as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.