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

Evolution 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	-461	Closed	-$156K	–	279
2021 Q3	$156K	Hold	461	–	–	0.03%	128
2021 Q2	$159K	Hold	461	–	–	0.03%	138
2021 Q1	$152K	Hold	461	–	–	0.03%	123
2020 Q4	$141K	Hold	461	–	–	0.03%	117
2020 Q3	$128K	Hold	461	–	–	0.04%	125
2020 Q2	$119K	Hold	461	–	–	0.04%	102
2020 Q1	$101K	Sell	461 -585	-56%	-$155K	0.04%	87
2019 Q4	$298K	Buy	1,046 +585	+127%	+$161K	0.07%	60
2019 Q3	$124K	Hold	461	–	–	0.06%	40
2019 Q2	$123K	Sell	461 -114	-20%	-$29.8K	0.05%	57
2019 Q1	$149K	Sell	575 -1,540	-73%	-$387K	0.07%	52
2018 Q4	$495K	Buy	+2,115	New	+$528K	0.23%	49

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

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

Evolution Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2021, closing a stake of 461 shares — an estimated $156K sold.

Evolution Wealth Advisors first reported a position in DIA in Q4 2018 and held it in 12 quarters. The position peaked at $495K in Q4 2018. 960 funds tracked by Wall St. Rank hold DIA as of Q4 2021.

Evolution 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.
Evolution Wealth Advisors sold 461 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2021, an estimated $156K.
Evolution Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 12 quarters.
Evolution Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $495K in Q4 2018.
960 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.