GoalVest Advisory’s Diodes DIOD Stock Holding History

GoalVest Advisory’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
2023 Q4	–	Sell	-75	Closed	-$5.91K	–	403
2023 Q3	$5.91K	Buy	75 +3	+4%	+$252	﹤0.01%	332
2023 Q2	$6.66K	Buy	+72	New	+$6.35K	﹤0.01%	278

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

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

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

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

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

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

CAM

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

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

GoalVest Advisory's DIOD Position: Q4 2023 in Review

GoalVest Advisory sold out of Diodes (DIOD) in Q4 2023, closing a stake of 75 shares — an estimated $5.91K sold.

GoalVest Advisory first reported a position in DIOD in Q2 2023 and held it in 2 quarters. The position peaked at $6.66K in Q2 2023. 336 funds tracked by Wall St. Rank hold DIOD as of Q4 2023.

GoalVest Advisory reported no remaining Diodes position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 75 Diodes shares in Q4 2023, an estimated $5.91K.
GoalVest Advisory first reported a position in Diodes in Q2 2023 and held it in 2 quarters.
GoalVest Advisory's Diodes position peaked at $6.66K in Q2 2023.
336 funds tracked by Wall St. Rank held Diodes as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.