Patriot Financial Group Insurance Agency’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-53	Closed	-$16K	–	781
2022 Q2	$16K	Buy	+53	New	+$17.3K	﹤0.01%	1080
2022 Q1	–	Sell	-20	Closed	-$7K	–	2082
2021 Q4	$7K	Hold	20	–	–	﹤0.01%	1599
2021 Q3	$7K	Hold	20	–	–	﹤0.01%	1594
2021 Q2	$7K	Hold	20	–	–	﹤0.01%	1549
2021 Q1	$7K	Hold	20	–	–	﹤0.01%	1460
2020 Q4	$6K	Buy	+20	New	+$5.82K	﹤0.01%	1365
2018 Q2	–	Sell	-22	Closed	-$5K	–	664
2018 Q1	$5K	Hold	22	–	–	﹤0.01%	725
2017 Q4	$6K	Buy	+22	New	+$5.21K	﹤0.01%	683

Other funds holding DIA

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Patriot Financial Group Insurance Agency's DIA Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2022, closing a stake of 53 shares — an estimated $16K sold.

Patriot Financial Group Insurance Agency first reported a position in DIA in Q4 2017 and held it in 8 quarters. The position peaked at $16K in Q2 2022. 932 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 53 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2022, an estimated $16K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $16K in Q2 2022.
932 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.