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Mark Sheptoff Financial Planning’s Diodes DIOD Stock Holding History

Mark Sheptoff Financial Planning’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
2020
Q1 		– Sell
-200
Closed -$11K – 350
2019
Q4 		$11K Buy
+200
New +$9.25K 0.01% 273

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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mark Sheptoff Financial Planning's DIOD Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of Diodes (DIOD) in Q1 2020, closing a stake of 200 shares — an estimated $11K sold.

Mark Sheptoff Financial Planning first reported a position in DIOD in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 224 funds tracked by Wall St. Rank hold DIOD as of Q1 2020.

  • Mark Sheptoff Financial Planning reported no remaining Diodes position as of Q1 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Diodes shares in Q1 2020, an estimated $11K.
  • Mark Sheptoff Financial Planning first reported a position in Diodes in Q4 2019 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Diodes position peaked at $11K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held Diodes as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.