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Marshall Financial Group (Maryland)’s Diodes DIOD Stock Holding History

Marshall Financial Group (Maryland)’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
2023
Q4 		– Sell
-7,396
Closed -$583K – 181
2023
Q3 		$583K Buy
7,396
+115
+2% +$9.66K 0.21% 118
2023
Q2 		$673K Buy
7,281
+341
+5% +$30.1K 0.23% 112
2023
Q1 		$644K Buy
+6,940
New +$621K 0.23% 117

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Marshall Financial Group (Maryland)'s DIOD Position: Q4 2023 in Review

Marshall Financial Group (Maryland) sold out of Diodes (DIOD) in Q4 2023, closing a stake of 7,396 shares — an estimated $583K sold.

Marshall Financial Group (Maryland) first reported a position in DIOD in Q1 2023 and held it in 3 quarters. The position peaked at $673K in Q2 2023. 336 funds tracked by Wall St. Rank hold DIOD as of Q4 2023.

  • Marshall Financial Group (Maryland) reported no remaining Diodes position as of Q4 2023 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 7,396 Diodes shares in Q4 2023, an estimated $583K.
  • Marshall Financial Group (Maryland) first reported a position in Diodes in Q1 2023 and held it in 3 quarters.
  • Marshall Financial Group (Maryland)'s Diodes position peaked at $673K in Q2 2023.
  • 336 funds tracked by Wall St. Rank held Diodes as of Q4 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2023, filed 10 Jan 2024.