Taylor Hoffman Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Taylor Hoffman Wealth 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
2020 Q3	–	Sell	-29	Closed	-$7K	–	180
2020 Q2	$7K	Buy	+29	New	+$7.13K	﹤0.01%	308
2020 Q1	–	Sell	-29	Closed	-$8K	–	182
2019 Q4	$8K	Hold	29	–	–	0.01%	326
2019 Q3	$8K	Hold	29	–	–	0.01%	321
2019 Q2	$8K	Hold	29	–	–	0.01%	303
2019 Q1	$8K	Hold	29	–	–	0.01%	300
2018 Q4	$7K	Hold	29	–	–	0.01%	299
2018 Q3	$8K	Hold	29	–	–	0.01%	297
2018 Q2	$7K	Hold	29	–	–	0.01%	280
2018 Q1	$7K	Hold	29	–	–	0.01%	300
2017 Q4	$7K	Buy	+29	New	+$6.87K	0.01%	310

Other funds holding DIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Taylor Hoffman Wealth Management's DIA Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2020, closing a stake of 29 shares — an estimated $7K sold.

Taylor Hoffman Wealth Management first reported a position in DIA in Q4 2017 and held it in 10 quarters. The position peaked at $8K in Q4 2019. 755 funds tracked by Wall St. Rank hold DIA as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 29 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2020, an estimated $7K.
Taylor Hoffman Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $8K in Q4 2019.
755 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.