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

Meridian 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
-939
Closed -$242K – 166
2020
Q2 		$242K Buy
+939
New +$231K 0.11% 142
2019
Q1 		– Sell
-100
Closed -$23K – 195
2018
Q4 		$23K Buy
+100
New +$25K 0.02% 342

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

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

Meridian Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2020, closing a stake of 939 shares — an estimated $242K sold.

Meridian Wealth Advisors first reported a position in DIA in Q4 2018 and held it in 2 quarters. The position peaked at $242K in Q2 2020. 755 funds tracked by Wall St. Rank hold DIA as of Q3 2020.

  • Meridian 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.
  • Meridian Wealth Advisors sold 939 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2020, an estimated $242K.
  • Meridian Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 2 quarters.
  • Meridian Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $242K 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 Meridian Wealth Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.