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

Lenox Wealth 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
2020
Q3 		– Sell
-150
Closed -$39K – 580
2020
Q2 		$39K Buy
+150
New +$36.9K 0.01% 189
2018
Q1 		– Sell
-20
Closed -$5K – 546
2017
Q4 		$5K Buy
+20
New +$4.74K ﹤0.01% 217

Other funds holding DIA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Advisors's DIA Position: Q3 2020 in Review

Lenox Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2020, closing a stake of 150 shares — an estimated $39K sold.

Lenox Wealth Advisors first reported a position in DIA in Q4 2017 and held it in 2 quarters. The position peaked at $39K in Q2 2020. 755 funds tracked by Wall St. Rank hold DIA as of Q3 2020.

  • Lenox Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 150 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2020, an estimated $39K.
  • Lenox Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 2 quarters.
  • Lenox Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $39K 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 Lenox Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.