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

Lenox 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 Q2	$1K	Hold	7	–	–	﹤0.01%	690
2020 Q1	$1K	Hold	7	–	–	﹤0.01%	656
2019 Q4	$2K	Hold	7	–	–	﹤0.01%	640
2019 Q3	$1K	Hold	7	–	–	﹤0.01%	665
2019 Q2	$1K	Hold	7	–	–	﹤0.01%	641
2019 Q1	$2K	Hold	7	–	–	﹤0.01%	606
2018 Q4	$2K	Hold	7	–	–	﹤0.01%	547
2018 Q3	$2K	Sell	7 -740	-99%	-$189K	﹤0.01%	577
2018 Q2	$182K	Buy	747 +38	+5%	+$9.33K	0.06%	141
2018 Q1	$171K	Buy	709 +547	+338%	+$137K	0.06%	132
2017 Q4	$40K	Sell	162 -214	-57%	-$50.7K	0.01%	229
2017 Q3	$84K	Hold	376	–	–	0.03%	178
2017 Q2	$80K	Buy	+376	New	+$78.9K	0.03%	172

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

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

Lenox Wealth Management's DIA Position: Q2 2020 in Review

Lenox Wealth Management held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2020 at 7 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Lenox Wealth Management first reported a position in DIA in Q2 2017 and has held it in 13 quarters since. The position peaked at $182K in Q2 2018. 745 funds tracked by Wall St. Rank hold DIA as of Q2 2020.

Lenox Wealth Management held 7 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1K as of Q2 2020.
Lenox Wealth Management left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2020.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #690 holding.
Lenox Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $182K in Q2 2018.
745 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.