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Insight Wealth Strategies’s Diodes DIOD Stock Holding History

Insight Wealth Strategies’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
Q3 		– Sell
-31,618
Closed -$2.27M – 163
2024
Q2 		$2.27M Buy
31,618
+613
+2% +$44K 0.32% 77
2024
Q1 		$2.19M Buy
31,005
+7,524
+32% +$522K 0.32% 72
2023
Q4 		$1.89M Buy
23,481
+2,271
+11% +$166K 0.31% 77
2023
Q3 		$1.67M Buy
21,210
+676
+3% +$56.8K 0.32% 65
2023
Q2 		$1.9M Sell
20,534
-237
-1% -$20.9K 0.36% 46
2023
Q1 		$1.93M Sell
20,771
-699
-3% -$62.6K 0.38% 39
2022
Q4 		$1.63M Buy
21,470
+572
+3% +$44.8K 0.32% 52
2022
Q3 		$1.35M Hold
20,898
– – 0.25% 69
2022
Q2 		$1.35M Sell
20,898
-460
-2% -$33.5K 0.25% 69
2022
Q1 		$1.86M Buy
21,358
+4,712
+28% +$429K 0.27% 52
2021
Q4 		$1.83M Sell
16,646
-37
-0.2% -$3.75K 0.26% 57
2021
Q3 		$1.51M Buy
16,683
+323
+2% +$28.2K 0.21% 70
2021
Q2 		$1.3M Sell
16,360
-2,393
-13% -$184K 0.19% 74
2021
Q1 		$1.5M Buy
+18,753
New +$1.48M 0.2% 74

Other funds holding DIOD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Insight Wealth Strategies's DIOD Position: Q3 2024 in Review

Insight Wealth Strategies sold out of Diodes (DIOD) in Q3 2024, closing a stake of 31,618 shares — an estimated $2.27M sold.

Insight Wealth Strategies first reported a position in DIOD in Q1 2021 and held it in 14 quarters. The position peaked at $2.27M in Q2 2024. 293 funds tracked by Wall St. Rank hold DIOD as of Q3 2024.

  • Insight Wealth Strategies reported no remaining Diodes position as of Q3 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 31,618 Diodes shares in Q3 2024, an estimated $2.27M.
  • Insight Wealth Strategies first reported a position in Diodes in Q1 2021 and held it in 14 quarters.
  • Insight Wealth Strategies's Diodes position peaked at $2.27M in Q2 2024.
  • 293 funds tracked by Wall St. Rank held Diodes as of Q3 2024.

Based on Insight Wealth Strategies's 13F filing for Q3 2024, filed 7 Oct 2024.