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

Outlook 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
2021 Q4	–	Sell	-14,087	Closed	-$4.77M	–	208
2021 Q3	$4.77M	Buy	14,087 +247	+2%	+$86.3K	1.56%	16
2021 Q2	$4.77M	Buy	+13,840	New	+$4.72M	1.53%	16
2021 Q1	–	Sell	-2,943	Closed	-$900K	–	192
2020 Q4	$900K	Buy	+2,943	New	+$857K	0.33%	74
2019 Q1	–	Sell	-2,470	Closed	-$577K	–	151
2018 Q4	$577K	Buy	+2,470	New	+$616K	0.26%	95

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Outlook Wealth Advisors's DIA Position: Q4 2021 in Review

Outlook Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2021, closing a stake of 14,087 shares — an estimated $4.77M sold.

Outlook Wealth Advisors first reported a position in DIA in Q4 2018 and held it in 4 quarters. The position peaked at $4.77M in Q2 2021. 961 funds tracked by Wall St. Rank hold DIA as of Q4 2021.

Outlook Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2021 after selling out during the quarter.
Outlook Wealth Advisors sold 14,087 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2021, an estimated $4.77M.
Outlook Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 4 quarters.
Outlook Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $4.77M in Q2 2021.
961 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2021.

Based on Outlook Wealth Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.