LWM
DIOD icon

Liberty Wealth Management’s Diodes DIOD Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-212
Closed -$21K – 395
2021
Q3 		$21K Buy
212
+106
+100% +$9.26K 0.01% 630
2021
Q2 		$8K Buy
106
+55
+108% +$4.23K ﹤0.01% 697
2021
Q1 		$3K Hold
51
– – ﹤0.01% 767
2020
Q4 		$3K Hold
51
– – ﹤0.01% 763
2020
Q3 		$3K Buy
51
+5
+11% +$253 ﹤0.01% 700
2020
Q2 		$2K Buy
+46
New +$2.2K ﹤0.01% 733

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Liberty Wealth Management's DIOD Position: Q4 2021 in Review

Liberty Wealth Management sold out of Diodes (DIOD) in Q4 2021, closing a stake of 212 shares — an estimated $21K sold.

Liberty Wealth Management first reported a position in DIOD in Q2 2020 and held it in 6 quarters. The position peaked at $21K in Q3 2021. 316 funds tracked by Wall St. Rank hold DIOD as of Q4 2021.

  • Liberty Wealth Management reported no remaining Diodes position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 212 Diodes shares in Q4 2021, an estimated $21K.
  • Liberty Wealth Management first reported a position in Diodes in Q2 2020 and held it in 6 quarters.
  • Liberty Wealth Management's Diodes position peaked at $21K in Q3 2021.
  • 316 funds tracked by Wall St. Rank held Diodes as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.