Trail Ridge Investment Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Trail Ridge Investment Advisors’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	-698	Closed	-$215K	–	128
2022 Q2	$215K	Hold	698	–	–	0.15%	141
2022 Q1	$242K	Hold	698	–	–	0.15%	128
2021 Q4	$254K	Buy	+698	New	+$248K	0.15%	124

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 $377B AUM 19.32% 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

Trail Ridge Investment Advisors's DIA Position: Q3 2022 in Review

Trail Ridge Investment Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2022, closing a stake of 698 shares — an estimated $215K sold.

Trail Ridge Investment Advisors first reported a position in DIA in Q4 2021 and held it in 3 quarters. The position peaked at $254K in Q4 2021. 931 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

Trail Ridge Investment Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2022 after selling out during the quarter.
Trail Ridge Investment Advisors sold 698 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2022, an estimated $215K.
Trail Ridge Investment Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2021 and held it in 3 quarters.
Trail Ridge Investment Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $254K in Q4 2021.
931 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on Trail Ridge Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.