Heritage Wealth Management (Arizona)’s Diodes DIOD Stock Holding History

Heritage Wealth Management (Arizona)’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	-2,491	Closed	-$201K	–	179
2023 Q4	$201K	Buy	+2,491	New	+$182K	0.11%	164
2022 Q4	$590K	Buy	7,746 +4,229	+120%	+$331K	0.08%	171
2022 Q3	$228K	Buy	3,517 +104	+3%	+$7.52K	0.07%	199
2022 Q2	$220K	Buy	3,413 +932	+38%	+$68K	0.07%	217
2022 Q1	$216K	Buy	+2,481	New	+$226K	0.06%	259
2021 Q3	$115K	Buy	1,265 +285	+29%	+$24.9K	0.04%	313
2021 Q2	$78K	Buy	980 +479	+96%	+$36.8K	0.03%	387
2021 Q1	$40K	Buy	+501	New	+$39.6K	0.02%	409

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

Heritage Wealth Management (Arizona)'s DIOD Position: Q1 2024 in Review

Heritage Wealth Management (Arizona) sold out of Diodes (DIOD) in Q1 2024, closing a stake of 2,491 shares — an estimated $201K sold.

Heritage Wealth Management (Arizona) first reported a position in DIOD in Q1 2021 and held it in 8 quarters. The position peaked at $590K in Q4 2022. 308 funds tracked by Wall St. Rank hold DIOD as of Q1 2024.

Heritage Wealth Management (Arizona) reported no remaining Diodes position as of Q1 2024 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 2,491 Diodes shares in Q1 2024, an estimated $201K.
Heritage Wealth Management (Arizona) first reported a position in Diodes in Q1 2021 and held it in 8 quarters.
Heritage Wealth Management (Arizona)'s Diodes position peaked at $590K in Q4 2022.
308 funds tracked by Wall St. Rank held Diodes as of Q1 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q1 2024, filed 25 Apr 2024.