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

Sonora Investment Management’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	$27K	Buy	80 +37	+86%	+$12.9K	﹤0.01%	548
2021 Q2	$15K	Buy	43 +38	+760%	+$13K	﹤0.01%	631
2021 Q1	$2K	Hold	5	–	–	﹤0.01%	1657
2020 Q4	$2K	Hold	5	–	–	﹤0.01%	1581
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	1702
2020 Q2	$1K	Sell	5 -14	-74%	-$3.44K	﹤0.01%	1657
2020 Q1	$4K	Sell	19 -5	-21%	-$1.33K	﹤0.01%	1332
2019 Q4	$7K	Buy	24 +14	+140%	+$3.86K	﹤0.01%	1310
2019 Q3	$3K	Hold	10	–	–	﹤0.01%	1521
2019 Q2	$3K	Hold	10	–	–	﹤0.01%	1511
2019 Q1	$3K	Hold	10	–	–	﹤0.01%	1336
2018 Q4	$2K	Hold	10	–	–	﹤0.01%	1142
2018 Q3	$3K	Sell	10 -26	-72%	-$6.66K	﹤0.01%	1078
2018 Q2	$9K	Buy	36 +11	+44%	+$2.7K	﹤0.01%	852
2018 Q1	$6.04K	Hold	25	–	–	﹤0.01%	908
2017 Q4	$6.18K	Buy	25 +15	+150%	+$3.55K	﹤0.01%	916
2017 Q3	$2.24K	Hold	10	–	–	﹤0.01%	981
2017 Q2	$2.13K	Hold	10	–	–	﹤0.01%	905
2017 Q1	$2.06K	Hold	10	–	–	﹤0.01%	856
2016 Q4	$1.98K	Hold	10	–	–	﹤0.01%	773
2016 Q3	$1.83K	Hold	10	–	–	﹤0.01%	758
2016 Q2	$1.79K	Sell	10 -150	-94%	-$26.6K	﹤0.01%	785
2016 Q1	$28.7K	Buy	160 +150	+1,500%	+$25K	0.01%	371
2015 Q4	$2K	Hold	10	–	–	﹤0.01%	712
2015 Q3	$2K	Buy	+10	New	+$1.71K	﹤0.01%	974

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

Citigroup New York $303B AUM 53.02% 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

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

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

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

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

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

Sonora Investment Management's DIA Position: Q3 2021 in Review

Sonora Investment Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 86% in Q3 2021, buying an estimated $12.9K and bringing the position to 80 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Sonora Investment Management first reported a position in DIA in Q3 2015 and has held it in 25 quarters since. The position peaked at $28.7K in Q1 2016. 888 funds tracked by Wall St. Rank hold DIA as of Q3 2021.

Sonora Investment Management held 80 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $27K as of Q3 2021.
Sonora Investment Management bought 37 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2021, an estimated $12.9K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #548 holding.
Sonora Investment Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2015 and has held it in 25 quarters since.
Sonora Investment Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $28.7K in Q1 2016.
888 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.