Sutton Wealth Advisors’s Diodes DIOD Stock Holding History

Sutton 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
2023 Q1	–	Sell	-622	Closed	-$47.4K	–	1010
2022 Q4	$47.4K	Sell	622 -2	-0.3%	-$157	0.02%	403
2022 Q3	$40.5K	Buy	624 +14	+2%	+$1.01K	0.02%	425
2022 Q2	$39.4K	Sell	610 -13	-2%	-$948	0.02%	445
2022 Q1	$54.2K	Buy	623 +7	+1%	+$637	0.02%	378
2021 Q4	$67.6K	Buy	616 +9	+1%	+$912	0.02%	336
2021 Q3	$55K	Hold	607	–	–	0.02%	373
2021 Q2	$48.4K	Hold	607	–	–	0.02%	413
2021 Q1	$48.5K	Sell	607 -27	-4%	-$2.13K	0.02%	403
2020 Q4	$44.7K	Hold	634	–	–	0.02%	393
2020 Q3	$35.8K	Hold	634	–	–	0.02%	378
2020 Q2	$32.1K	Hold	634	–	–	0.02%	411
2020 Q1	$25.8K	Hold	634	–	–	0.02%	409
2019 Q4	$35.7K	Hold	634	–	–	0.02%	410
2019 Q3	$25.5K	Hold	634	–	–	0.01%	495
2019 Q2	$23.1K	Hold	634	–	–	0.01%	526
2019 Q1	$22K	Buy	634 +257	+68%	+$9.21K	0.01%	543
2018 Q4	$12.2K	Sell	377 -374	-50%	-$12K	0.01%	688
2018 Q3	$25K	Hold	751	–	–	0.02%	509
2018 Q2	$25.9K	Buy	751 +374	+99%	+$12.3K	0.02%	503
2018 Q1	$11.5K	Hold	377	–	–	0.01%	776
2017 Q4	$10.8K	Hold	377	–	–	0.01%	759
2017 Q3	$11.3K	Hold	377	–	–	0.01%	737
2017 Q2	$9.06K	Hold	377	–	–	0.01%	766
2017 Q1	$9.07K	Hold	377	–	–	0.01%	732
2016 Q4	$9.68K	Hold	377	–	–	0.01%	704
2016 Q3	$8.04K	Hold	377	–	–	0.01%	714
2016 Q2	$7.08K	Buy	+377	New	+$7.14K	0.01%	704

Other funds holding DIOD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sutton Wealth Advisors's DIOD Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Diodes (DIOD) in Q1 2023, closing a stake of 622 shares — an estimated $47.4K sold.

Sutton Wealth Advisors first reported a position in DIOD in Q2 2016 and held it in 27 quarters. The position peaked at $67.6K in Q4 2021. 340 funds tracked by Wall St. Rank hold DIOD as of Q1 2023.

Sutton Wealth Advisors reported no remaining Diodes position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 622 Diodes shares in Q1 2023, an estimated $47.4K.
Sutton Wealth Advisors first reported a position in Diodes in Q2 2016 and held it in 27 quarters.
Sutton Wealth Advisors's Diodes position peaked at $67.6K in Q4 2021.
340 funds tracked by Wall St. Rank held Diodes as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.