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Jeppson Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-50
Closed -$14K – 207
2020
Q3 		$14K Buy
+50
New +$13.7K 0.01% 362

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Jeppson Wealth Management's DIA Position: Q4 2020 in Review

Jeppson Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2020, closing a stake of 50 shares — an estimated $14K sold.

Jeppson Wealth Management first reported a position in DIA in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 852 funds tracked by Wall St. Rank hold DIA as of Q4 2020.

  • Jeppson Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 50 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2020, an estimated $14K.
  • Jeppson Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $14K in Q3 2020.
  • 852 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.