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Mount Yale Investment Advisors’s Diodes DIOD Stock Holding History

Mount Yale Investment Advisors’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
2024
Q1 		– Sell
-8,634
Closed -$695K – 542
2023
Q4 		$695K Sell
8,634
-271
-3% -$19.8K 0.07% 262
2023
Q3 		$702K Buy
8,905
+35
+0.4% +$2.94K 0.08% 249
2023
Q2 		$820K Sell
8,870
-529
-6% -$46.6K 0.09% 227
2023
Q1 		$872K Sell
9,399
-704
-7% -$63K 0.1% 209
2022
Q4 		$769K Sell
10,103
-965
-9% -$75.6K 0.09% 234
2022
Q3 		$718K Sell
11,068
-197
-2% -$14.2K 0.1% 218
2022
Q2 		$727K Sell
11,265
-41
-0.4% -$2.99K 0.09% 221
2022
Q1 		$984K Sell
11,306
-887
-7% -$80.8K 0.11% 193
2021
Q4 		$1.34M Sell
12,193
-312
-2% -$31.6K 0.14% 161
2021
Q3 		$1.13M Buy
12,505
+22
+0.2% +$1.92K 0.13% 176
2021
Q2 		$996K Buy
12,483
+42
+0.3% +$3.23K 0.12% 177
2021
Q1 		$993K Sell
12,441
-969
-7% -$76.6K 0.13% 165
2020
Q4 		$945K Buy
13,410
+77
+0.6% +$4.97K 0.13% 170
2020
Q3 		$753K Sell
13,333
-135
-1% -$6.84K 0.11% 186
2020
Q2 		$683K Buy
13,468
+1,286
+11% +$61.5K 0.12% 176
2020
Q1 		$495K Buy
12,182
+1,725
+16% +$82.7K 0.11% 170
2019
Q4 		$540K Sell
10,457
-1,547
-13% -$71.6K 0.09% 181
2019
Q3 		$553K Sell
12,004
-285
-2% -$11K 0.1% 178
2019
Q2 		$463K Buy
+12,289
New +$435K 0.09% 199

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's DIOD Position: Q1 2024 in Review

Mount Yale Investment Advisors sold out of Diodes (DIOD) in Q1 2024, closing a stake of 8,634 shares — an estimated $695K sold.

Mount Yale Investment Advisors first reported a position in DIOD in Q2 2019 and held it in 19 quarters. The position peaked at $1.34M in Q4 2021. 308 funds tracked by Wall St. Rank hold DIOD as of Q1 2024.

  • Mount Yale Investment Advisors reported no remaining Diodes position as of Q1 2024 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 8,634 Diodes shares in Q1 2024, an estimated $695K.
  • Mount Yale Investment Advisors first reported a position in Diodes in Q2 2019 and held it in 19 quarters.
  • Mount Yale Investment Advisors's Diodes position peaked at $1.34M in Q4 2021.
  • 308 funds tracked by Wall St. Rank held Diodes as of Q1 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.