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Valley Brook Capital Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Valley Brook Capital Group’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
2021
Q2 		– Sell
-181
Closed -$59K – 180
2021
Q1 		$59K Buy
+181
New +$57.1K 0.05% 204

Other funds holding DIA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Valley Brook Capital Group's DIA Position: Q2 2021 in Review

Valley Brook Capital Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2021, closing a stake of 181 shares — an estimated $59K sold.

Valley Brook Capital Group first reported a position in DIA in Q1 2021 and held it in 1 quarter. The position peaked at $59K in Q1 2021. 889 funds tracked by Wall St. Rank hold DIA as of Q2 2021.

  • Valley Brook Capital Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 181 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2021, an estimated $59K.
  • Valley Brook Capital Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and held it in 1 quarter.
  • Valley Brook Capital Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $59K in Q1 2021.
  • 889 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.