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Kestra Private Wealth Services’s Diodes DIOD Stock Holding History

Kestra Private Wealth Services’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
Q4 		– Sell
-3,865
Closed -$305K – 1241
2023
Q3 		$305K Buy
3,865
+662
+21% +$55.6K 0.01% 862
2023
Q2 		$296K Buy
3,203
+113
+4% +$9.96K 0.01% 827
2023
Q1 		$287K Buy
+3,090
New +$277K 0.01% 795

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kestra Private Wealth Services's DIOD Position: Q4 2023 in Review

Kestra Private Wealth Services sold out of Diodes (DIOD) in Q4 2023, closing a stake of 3,865 shares — an estimated $305K sold.

Kestra Private Wealth Services first reported a position in DIOD in Q1 2023 and held it in 3 quarters. The position peaked at $305K in Q3 2023. 336 funds tracked by Wall St. Rank hold DIOD as of Q4 2023.

  • Kestra Private Wealth Services reported no remaining Diodes position as of Q4 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 3,865 Diodes shares in Q4 2023, an estimated $305K.
  • Kestra Private Wealth Services first reported a position in Diodes in Q1 2023 and held it in 3 quarters.
  • Kestra Private Wealth Services's Diodes position peaked at $305K in Q3 2023.
  • 336 funds tracked by Wall St. Rank held Diodes as of Q4 2023.

Based on Kestra Private Wealth Services's 13F filing for Q4 2023, filed 5 Feb 2024.