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

Kore Private Wealth’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 Q3	–	Sell	-270	Closed	-$70K	–	472
2020 Q2	$70K	Buy	270 +269	+26,900%	+$66.2K	0.01%	392
2020 Q1	$0	Sell	1 -137	-99%	-$36.4K	﹤0.01%	1097
2019 Q4	$39K	Buy	+138	New	+$38K	0.01%	514
2019 Q2	–	Sell	-138	Closed	-$36K	–	373
2019 Q1	$36K	Hold	138	–	–	0.01%	433
2018 Q4	$32K	Buy	+138	New	+$34.4K	0.01%	435

Other funds holding DIA

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

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

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

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kore Private Wealth's DIA Position: Q3 2020 in Review

Kore Private Wealth sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2020, closing a stake of 270 shares — an estimated $70K sold.

Kore Private Wealth first reported a position in DIA in Q4 2018 and held it in 5 quarters. The position peaked at $70K in Q2 2020. 755 funds tracked by Wall St. Rank hold DIA as of Q3 2020.

Kore Private Wealth reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 270 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2020, an estimated $70K.
Kore Private Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $70K in Q2 2020.
755 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.