Kingsbury Capital Investment Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Kingsbury Capital Investment Advisors’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 Q3	–	Sell	-653	Closed	-$201K	–	80
2022 Q2	$201K	Hold	653	–	–	0.28%	74
2022 Q1	$226K	Buy	+653	New	+$227K	0.25%	79

Other funds holding DIA

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Kingsbury Capital Investment Advisors's DIA Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2022, closing a stake of 653 shares — an estimated $201K sold.

Kingsbury Capital Investment Advisors first reported a position in DIA in Q1 2022 and held it in 2 quarters. The position peaked at $226K in Q1 2022. 932 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

Kingsbury Capital Investment Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2022 after selling out during the quarter.
Kingsbury Capital Investment Advisors sold 653 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2022, an estimated $201K.
Kingsbury Capital Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and held it in 2 quarters.
Kingsbury Capital Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $226K in Q1 2022.
932 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.