TCI Wealth Advisors’s Diodes DIOD Stock Holding History

TCI 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 Q2	–	Sell	-149	Closed	-$13.8K	–	740
2023 Q1	$13.8K	Buy	149 +12	+9%	+$1.07K	﹤0.01%	893
2022 Q4	$10.4K	Buy	137 +1	+0.7%	+$78	﹤0.01%	1048
2022 Q3	$9K	Sell	136 -53	-28%	-$3.83K	﹤0.01%	1062
2022 Q2	$12K	Sell	189 -96	-34%	-$7K	﹤0.01%	892
2022 Q1	$25K	Buy	285 +96	+51%	+$8.74K	﹤0.01%	599
2021 Q4	$21K	Hold	189	–	–	﹤0.01%	678
2021 Q3	$17K	Hold	189	–	–	﹤0.01%	750
2021 Q2	$15K	Buy	189 +46	+32%	+$3.54K	﹤0.01%	706
2021 Q1	$11K	Buy	143 +91	+175%	+$7.2K	﹤0.01%	802
2020 Q4	$4K	Hold	52	–	–	﹤0.01%	946
2020 Q3	$3K	Hold	52	–	–	﹤0.01%	932
2020 Q2	$3K	Hold	52	–	–	﹤0.01%	886
2020 Q1	$2K	Hold	52	–	–	﹤0.01%	998
2019 Q4	$3K	Hold	52	–	–	﹤0.01%	1007
2019 Q3	$2K	Hold	52	–	–	﹤0.01%	1059
2019 Q2	$2K	Hold	52	–	–	﹤0.01%	994
2019 Q1	$2K	Hold	52	–	–	﹤0.01%	1008
2018 Q4	$2K	Buy	+52	New	+$1.66K	﹤0.01%	980

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

TCI Wealth Advisors's DIOD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Diodes (DIOD) in Q2 2023, closing a stake of 149 shares — an estimated $13.8K sold.

TCI Wealth Advisors first reported a position in DIOD in Q4 2018 and held it in 18 quarters. The position peaked at $25K in Q1 2022. 356 funds tracked by Wall St. Rank hold DIOD as of Q2 2023.

TCI Wealth Advisors reported no remaining Diodes position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 149 Diodes shares in Q2 2023, an estimated $13.8K.
TCI Wealth Advisors first reported a position in Diodes in Q4 2018 and held it in 18 quarters.
TCI Wealth Advisors's Diodes position peaked at $25K in Q1 2022.
356 funds tracked by Wall St. Rank held Diodes as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.