Crescent Capital Consulting’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Crescent Capital Consulting’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	$6.36M	Buy	17,510 +1,808	+12%	+$642K	1.05%	26
2021 Q3	$5.31M	Buy	15,702 +838	+6%	+$293K	0.97%	26
2021 Q2	$5.13M	Sell	14,864 -20	-0.1%	-$6.83K	0.96%	25
2021 Q1	$4.91M	Buy	14,884 +28	+0.2%	+$8.84K	1.08%	25
2020 Q4	$4.54M	Buy	+14,856	New	+$4.32M	1.17%	20

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

Crescent Capital Consulting's DIA Position: Q4 2021 in Review

Crescent Capital Consulting increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 12% in Q4 2021, buying an estimated $642K and bringing the position to 17,510 shares worth $6.36M. The position accounts for 1.05% of the portfolio, ranked #26.

Crescent Capital Consulting first reported a position in DIA in Q4 2020 and has held it in 5 quarters since. 960 funds tracked by Wall St. Rank hold DIA as of Q4 2021.

Crescent Capital Consulting held 17,510 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $6.36M as of Q4 2021.
Crescent Capital Consulting bought 1,808 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2021, an estimated $642K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.05% of Crescent Capital Consulting's portfolio in Q4 2021, its #26 holding.
Crescent Capital Consulting first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 5 quarters since.
960 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.