Curi Wealth Management’s Diodes DIOD Stock Holding History

Curi 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 Q3	–	Sell	-37	Closed	-$2K	–	321
2022 Q2	$2K	Buy	+37	New	+$2.7K	﹤0.01%	514

Other funds holding DIOD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Curi Wealth Management's DIOD Position: Q3 2022 in Review

Curi Wealth Management sold out of Diodes (DIOD) in Q3 2022, closing a stake of 37 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in DIOD in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 296 funds tracked by Wall St. Rank hold DIOD as of Q3 2022.

Curi Wealth Management reported no remaining Diodes position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 37 Diodes shares in Q3 2022, an estimated $2K.
Curi Wealth Management first reported a position in Diodes in Q2 2022 and held it in 1 quarter.
Curi Wealth Management's Diodes position peaked at $2K in Q2 2022.
296 funds tracked by Wall St. Rank held Diodes as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.