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Congress Wealth Management’s Diodes DIOD Stock Holding History

Congress 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
-131,473
Closed -$10.6M – 592
2023
Q4 		$10.6M Sell
131,473
-537
-0.4% -$39.2K 0.19% 150
2023
Q3 		$10.4M Buy
132,010
+2,024
+2% +$170K 0.22% 138
2023
Q2 		$12M Sell
129,986
-1,280
-1% -$113K 0.28% 111
2023
Q1 		$12.2M Sell
131,266
-32,861
-20% -$2.94M 0.29% 97
2022
Q4 		$12.5M Sell
164,127
-4,720
-3% -$370K 0.32% 79
2022
Q3 		$11M Buy
168,847
+3,010
+2% +$218K 0.3% 91
2022
Q2 		$10.7M Sell
165,837
-1,886
-1% -$138K 0.27% 98
2022
Q1 		$14.6M Buy
167,723
+519
+0.3% +$47.3K 0.32% 75
2021
Q4 		$18.4M Buy
+167,204
New +$17M 0.37% 69

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

Congress Wealth Management's DIOD Position: Q1 2024 in Review

Congress Wealth Management sold out of Diodes (DIOD) in Q1 2024, closing a stake of 131,473 shares — an estimated $10.6M sold.

Congress Wealth Management first reported a position in DIOD in Q4 2021 and held it in 9 quarters. The position peaked at $18.4M in Q4 2021. 308 funds tracked by Wall St. Rank hold DIOD as of Q1 2024.

  • Congress Wealth Management reported no remaining Diodes position as of Q1 2024 after selling out during the quarter.
  • Congress Wealth Management sold 131,473 Diodes shares in Q1 2024, an estimated $10.6M.
  • Congress Wealth Management first reported a position in Diodes in Q4 2021 and held it in 9 quarters.
  • Congress Wealth Management's Diodes position peaked at $18.4M in Q4 2021.
  • 308 funds tracked by Wall St. Rank held Diodes as of Q1 2024.

Based on Congress Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.