Morton Brown Family Wealth’s Diodes DIOD Stock Holding History

Morton Brown Family Wealth’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 Q2	–	Sell	-25	Closed	-$2.32K	–	213
2023 Q1	$2.32K	Buy	+25	New	+$2.24K	﹤0.01%	184

Other funds holding DIOD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Morton Brown Family Wealth's DIOD Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Diodes (DIOD) in Q2 2023, closing a stake of 25 shares — an estimated $2.32K sold.

Morton Brown Family Wealth first reported a position in DIOD in Q1 2023 and held it in 1 quarter. The position peaked at $2.32K in Q1 2023. 356 funds tracked by Wall St. Rank hold DIOD as of Q2 2023.

Morton Brown Family Wealth reported no remaining Diodes position as of Q2 2023 after selling out during the quarter.
Morton Brown Family Wealth sold 25 Diodes shares in Q2 2023, an estimated $2.32K.
Morton Brown Family Wealth first reported a position in Diodes in Q1 2023 and held it in 1 quarter.
Morton Brown Family Wealth's Diodes position peaked at $2.32K in Q1 2023.
356 funds tracked by Wall St. Rank held Diodes as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.