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Jackson Grant Investment Advisers’s Diodes DIOD Stock Holding History

Jackson Grant Investment Advisers’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
Q2 		– Sell
-368
Closed -$34.1K – 434
2023
Q1 		$34.1K Hold
368
– – 0.02% 215
2022
Q4 		$28K Hold
368
– – 0.01% 231
2022
Q3 		$24K Hold
368
– – 0.01% 244
2022
Q2 		$24K Hold
368
– – 0.01% 250
2022
Q1 		$32K Hold
368
– – 0.01% 246
2021
Q4 		$40K Hold
368
– – 0.02% 182
2021
Q3 		$33K Hold
368
– – 0.01% 244
2021
Q2 		$29K Hold
368
– – 0.01% 262
2021
Q1 		$29K Hold
368
– – 0.01% 252
2020
Q4 		$26K Buy
+368
New +$23.7K 0.01% 230

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jackson Grant Investment Advisers's DIOD Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Diodes (DIOD) in Q2 2023, closing a stake of 368 shares — an estimated $34.1K sold.

Jackson Grant Investment Advisers first reported a position in DIOD in Q4 2020 and held it in 10 quarters. The position peaked at $40K in Q4 2021. 356 funds tracked by Wall St. Rank hold DIOD as of Q2 2023.

  • Jackson Grant Investment Advisers reported no remaining Diodes position as of Q2 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 368 Diodes shares in Q2 2023, an estimated $34.1K.
  • Jackson Grant Investment Advisers first reported a position in Diodes in Q4 2020 and held it in 10 quarters.
  • Jackson Grant Investment Advisers's Diodes position peaked at $40K in Q4 2021.
  • 356 funds tracked by Wall St. Rank held Diodes as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.