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Outlook Wealth Advisors’s Diodes DIOD Stock Holding History

Outlook Wealth 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
Q2 		– Sell
-3,386
Closed -$239K – 262
2024
Q1 		$239K Buy
3,386
+855
+34% +$59.4K 0.07% 239
2023
Q4 		$204K Buy
+2,531
New +$185K 0.07% 235

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Outlook Wealth Advisors's DIOD Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of Diodes (DIOD) in Q2 2024, closing a stake of 3,386 shares — an estimated $239K sold.

Outlook Wealth Advisors first reported a position in DIOD in Q4 2023 and held it in 2 quarters. The position peaked at $239K in Q1 2024. 284 funds tracked by Wall St. Rank hold DIOD as of Q2 2024.

  • Outlook Wealth Advisors reported no remaining Diodes position as of Q2 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 3,386 Diodes shares in Q2 2024, an estimated $239K.
  • Outlook Wealth Advisors first reported a position in Diodes in Q4 2023 and held it in 2 quarters.
  • Outlook Wealth Advisors's Diodes position peaked at $239K in Q1 2024.
  • 284 funds tracked by Wall St. Rank held Diodes as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.