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

Fusion Family Wealth’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 Q2	–	Sell	-95	Closed	-$31K	–	52
2021 Q1	$31K	Sell	95 -5	-5%	-$1.58K	﹤0.01%	61
2020 Q4	$31K	Hold	100	–	–	0.01%	57
2020 Q3	$28K	Buy	+100	New	+$27.3K	0.01%	62
2018 Q1	–	Sell	-45	Closed	-$11K	–	283
2017 Q4	$11K	Hold	45	–	–	﹤0.01%	207
2017 Q3	$10K	Hold	45	–	–	﹤0.01%	151
2017 Q2	$10K	Hold	45	–	–	﹤0.01%	200
2017 Q1	$9K	Hold	45	–	–	﹤0.01%	209
2016 Q4	$8K	Buy	+45	New	+$8.48K	﹤0.01%	263

Other funds holding DIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Fusion Family Wealth's DIA Position: Q2 2021 in Review

Fusion Family Wealth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2021, closing a stake of 95 shares — an estimated $31K sold.

Fusion Family Wealth first reported a position in DIA in Q4 2016 and held it in 8 quarters. The position peaked at $31K in Q1 2021. 889 funds tracked by Wall St. Rank hold DIA as of Q2 2021.

Fusion Family Wealth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 95 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2021, an estimated $31K.
Fusion Family Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2016 and held it in 8 quarters.
Fusion Family Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $31K in Q1 2021.
889 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.