Integer Wealth Advisors Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Integer Wealth Advisors Group’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 Q1	$737K	Sell	2,180 -197	-8%	-$62.2K	0.4%	42
2020 Q4	$733K	Hold	2,377	–	–	0.48%	39
2020 Q3	$660K	Buy	2,377 +28	+1%	+$7.65K	0.61%	34
2020 Q2	$604K	Hold	2,349	–	–	0.62%	32
2020 Q1	$572K	Hold	2,349	–	–	0.65%	31
2019 Q4	$677K	Buy	+2,349	New	+$647K	0.67%	33

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Integer Wealth Advisors Group's DIA Position: Q1 2021 in Review

Integer Wealth Advisors Group reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 8.3% in Q1 2021, selling an estimated $62.2K and leaving 2,180 shares worth $737K. The position accounts for 0.4% of the portfolio, ranked #42.

Integer Wealth Advisors Group first reported a position in DIA in Q4 2019 and has held it in 6 quarters since. 885 funds tracked by Wall St. Rank hold DIA as of Q1 2021.

Integer Wealth Advisors Group held 2,180 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $737K as of Q1 2021.
Integer Wealth Advisors Group sold 197 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2021, an estimated $62.2K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.4% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #42 holding.
Integer Wealth Advisors Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 6 quarters since.
885 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.