Beam Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Beam Wealth 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
2021 Q4	–	Sell	-3,297	Closed	-$1.11M	–	98
2021 Q3	$1.11M	Sell	3,297 -79	-2%	-$27.6K	0.96%	28
2021 Q2	$1.17M	Buy	3,376 +60	+2%	+$20.5K	1%	31
2021 Q1	$1.09M	Sell	3,316 -485	-13%	-$153K	0.98%	34
2020 Q4	$1.16M	Sell	3,801 -129	-3%	-$37.5K	1.1%	26
2020 Q3	$1.09M	Sell	3,930 -415	-10%	-$113K	1.02%	30
2020 Q2	$1.14M	Buy	4,345 +288	+7%	+$70.8K	1.15%	26
2020 Q1	$889K	Buy	4,057 +2,712	+202%	+$720K	0.88%	35
2019 Q4	$383K	Buy	+1,345	New	+$371K	0.36%	91

Other funds holding DIA

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Beam Wealth Advisors's DIA Position: Q4 2021 in Review

Beam Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2021, closing a stake of 3,297 shares — an estimated $1.11M sold.

Beam Wealth Advisors first reported a position in DIA in Q4 2019 and held it in 8 quarters. The position peaked at $1.17M in Q2 2021. 960 funds tracked by Wall St. Rank hold DIA as of Q4 2021.

Beam Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2021 after selling out during the quarter.
Beam Wealth Advisors sold 3,297 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2021, an estimated $1.11M.
Beam Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and held it in 8 quarters.
Beam Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.17M in Q2 2021.
960 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.