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

Optimum Investment 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
2021 Q3	–	Sell	-120	Closed	-$41K	–	848
2021 Q2	$41K	Hold	120	–	–	0.01%	552
2021 Q1	$40K	Hold	120	–	–	0.01%	544
2020 Q4	$37K	Hold	120	–	–	0.01%	528
2020 Q3	$33K	Hold	120	–	–	0.01%	513
2020 Q2	$31K	Hold	120	–	–	0.01%	524
2020 Q1	$26K	Hold	120	–	–	0.01%	521
2019 Q4	$34K	Hold	120	–	–	0.01%	588
2019 Q3	$32K	Hold	120	–	–	0.01%	593
2019 Q2	$32K	Hold	120	–	–	0.01%	598
2019 Q1	$31K	Hold	120	–	–	0.01%	610
2018 Q4	$28K	Sell	120 -431	-78%	-$108K	0.01%	581
2018 Q3	$146K	Buy	551 +431	+359%	+$110K	0.04%	342
2018 Q2	$29K	Hold	120	–	–	0.01%	654
2018 Q1	$29K	Buy	+120	New	+$30.1K	0.01%	634
2015 Q1	$17K	Buy	95 +45	+90%	+$8.01K	0.01%	721
2014 Q4	$9K	Hold	50	–	–	﹤0.01%	850
2014 Q3	$9K	Hold	50	–	–	﹤0.01%	767
2014 Q2	$8K	Hold	50	–	–	﹤0.01%	796
2014 Q1	$8K	Sell	50 -143	-74%	-$23.1K	﹤0.01%	623
2013 Q4	$32K	Hold	193	–	–	0.01%	452
2013 Q3	$29K	Buy	+193	New	+$29.5K	0.01%	442

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Optimum Investment Advisors's DIA Position: Q3 2021 in Review

Optimum Investment Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2021, closing a stake of 120 shares — an estimated $41K sold.

Optimum Investment Advisors first reported a position in DIA in Q3 2013 and held it in 21 quarters. The position peaked at $146K in Q3 2018. 887 funds tracked by Wall St. Rank hold DIA as of Q3 2021.

Optimum Investment Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2021 after selling out during the quarter.
Optimum Investment Advisors sold 120 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2021, an estimated $41K.
Optimum Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2013 and held it in 21 quarters.
Optimum Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $146K in Q3 2018.
887 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.