Glassman Wealth Services’s Diodes DIOD Stock Holding History

Glassman Wealth Services’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	-63	Closed	-$5.07K	–	640
2023 Q4	$5.07K	Sell	63 -12	-16%	-$876	﹤0.01%	1078
2023 Q3	$5.91K	Hold	75	–	–	﹤0.01%	1009
2023 Q2	$6.94K	Hold	75	–	–	﹤0.01%	902
2023 Q1	$6.96K	Sell	75 -1	-1%	-$90	﹤0.01%	908
2022 Q4	$5.79K	Sell	76 -2	-3%	-$157	﹤0.01%	983
2022 Q3	$5K	Sell	78 -36	-32%	-$2.6K	﹤0.01%	981
2022 Q2	$7K	Buy	114 +52	+84%	+$3.79K	﹤0.01%	899
2022 Q1	$5K	Sell	62 -11	-15%	-$1K	﹤0.01%	994
2021 Q4	$8K	Buy	73 +48	+192%	+$4.87K	﹤0.01%	862
2021 Q3	$2K	Hold	25	–	–	﹤0.01%	1150
2021 Q2	$2K	Hold	25	–	–	﹤0.01%	1129
2021 Q1	$2K	Sell	25 -107	-81%	-$8.46K	﹤0.01%	1077
2020 Q4	$9K	Hold	132	–	–	﹤0.01%	740
2020 Q3	$7K	Buy	132 +107	+428%	+$5.42K	﹤0.01%	694
2020 Q2	$1K	Hold	25	–	–	﹤0.01%	998
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	849
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	893
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	814
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	827
2019 Q1	$1K	Buy	+25	New	+$896	﹤0.01%	784

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Glassman Wealth Services's DIOD Position: Q1 2024 in Review

Glassman Wealth Services sold out of Diodes (DIOD) in Q1 2024, closing a stake of 63 shares — an estimated $5.07K sold.

Glassman Wealth Services first reported a position in DIOD in Q1 2019 and held it in 20 quarters. The position peaked at $9K in Q4 2020. 308 funds tracked by Wall St. Rank hold DIOD as of Q1 2024.

Glassman Wealth Services reported no remaining Diodes position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 63 Diodes shares in Q1 2024, an estimated $5.07K.
Glassman Wealth Services first reported a position in Diodes in Q1 2019 and held it in 20 quarters.
Glassman Wealth Services's Diodes position peaked at $9K in Q4 2020.
308 funds tracked by Wall St. Rank held Diodes as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.