Next Financial Group’s Diodes DIOD Stock Holding History

Next Financial Group’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
2021 Q4	$774K	Buy	7,050 +2,577	+58%	+$261K	0.05%	383
2021 Q3	$405K	Buy	4,473 +327	+8%	+$28.6K	0.03%	550
2021 Q2	$330K	Buy	4,146 +12	+0.3%	+$922	0.03%	628
2021 Q1	$330K	Buy	4,134 +166	+4%	+$13.1K	0.03%	580
2020 Q4	$280K	Sell	3,968 -38	-0.9%	-$2.45K	0.03%	587
2020 Q3	$226K	Sell	4,006 -126	-3%	-$6.38K	0.02%	574
2020 Q2	$209K	Sell	4,132 -224	-5%	-$10.7K	0.02%	524
2020 Q1	$177K	Sell	4,356 -685	-14%	-$32.9K	0.02%	579
2019 Q4	$284K	Sell	5,041 -119	-2%	-$5.51K	0.03%	555
2019 Q3	$207K	Buy	+5,160	New	+$200K	0.02%	665

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Next Financial Group's DIOD Position: Q4 2021 in Review

Next Financial Group increased its Diodes (DIOD) stake by 58% in Q4 2021, buying an estimated $261K and bringing the position to 7,050 shares worth $774K. The position accounts for 0.05% of the portfolio, ranked #383.

Next Financial Group first reported a position in DIOD in Q3 2019 and has held it in 10 quarters since. 316 funds tracked by Wall St. Rank hold DIOD as of Q4 2021.

Next Financial Group held 7,050 shares of Diodes worth $774K as of Q4 2021.
Next Financial Group bought 2,577 Diodes shares in Q4 2021, an estimated $261K.
Diodes made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #383 holding.
Next Financial Group first reported a position in Diodes in Q3 2019 and has held it in 10 quarters since.
316 funds tracked by Wall St. Rank held Diodes as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.