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Investment House LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Investment House LLC’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
2022
Q1 		– Sell
-2,238
Closed -$813K – 174
2021
Q4 		$813K Buy
+2,238
New +$795K 0.05% 120

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Investment House LLC's DIA Position: Q1 2022 in Review

Investment House LLC sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2022, closing a stake of 2,238 shares — an estimated $813K sold.

Investment House LLC first reported a position in DIA in Q4 2021 and held it in 1 quarter. The position peaked at $813K in Q4 2021. 989 funds tracked by Wall St. Rank hold DIA as of Q1 2022.

  • Investment House LLC reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2022 after selling out during the quarter.
  • Investment House LLC sold 2,238 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2022, an estimated $813K.
  • Investment House LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 1 quarter.
  • Investment House LLC's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $813K in Q4 2021.
  • 989 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2022.

Based on Investment House LLC's 13F filing for Q1 2022, filed 14 Apr 2022.