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

USAdvisors 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 Q1	–	Sell	-1,898	Closed	-$541K	–	74
2019 Q4	$541K	Buy	1,898 +219	+13%	+$60.3K	0.28%	44
2019 Q3	$452K	Hold	1,679	–	–	0.23%	37
2019 Q2	$446	Sell	1,679 -3	-0.2%	-$783	0.19%	32
2019 Q1	$436K	Buy	1,682 +30	+2%	+$7.54K	0.31%	27
2018 Q4	$385K	Sell	1,652 -264	-14%	-$65.9K	0.31%	26
2018 Q3	$507K	Hold	1,916	–	–	0.36%	36
2018 Q2	$465K	Hold	1,916	–	–	0.35%	36
2018 Q1	$463K	Buy	1,916 +74	+4%	+$18.6K	0.37%	34
2017 Q4	$456K	Buy	+1,842	New	+$436K	0.39%	25

Other funds holding DIA

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

USAdvisors Wealth Management's DIA Position: Q1 2020 in Review

USAdvisors Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2020, closing a stake of 1,898 shares — an estimated $541K sold.

USAdvisors Wealth Management first reported a position in DIA in Q4 2017 and held it in 9 quarters. The position peaked at $541K in Q4 2019. 718 funds tracked by Wall St. Rank hold DIA as of Q1 2020.

USAdvisors Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2020 after selling out during the quarter.
USAdvisors Wealth Management sold 1,898 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2020, an estimated $541K.
USAdvisors Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 9 quarters.
USAdvisors Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $541K in Q4 2019.
718 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2020.

Based on USAdvisors Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.