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Wallace Advisory Group’s Diodes DIOD Stock Holding History

Wallace Advisory Group’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
Q4 		– Sell
-2,391
Closed -$221K – 168
2023
Q3 		$221K Sell
2,391
-42
-2% -$3.53K 0.16% 157
2023
Q2 		$226K Hold
2,433
– – 0.17% 144
2023
Q1 		$226K Sell
2,433
-414
-15% -$37.1K 0.17% 144
2022
Q4 		$217K Buy
+2,847
New +$223K 0.17% 137

Other funds holding DIOD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wallace Advisory Group's DIOD Position: Q4 2023 in Review

Wallace Advisory Group sold out of Diodes (DIOD) in Q4 2023, closing a stake of 2,391 shares — an estimated $221K sold.

Wallace Advisory Group first reported a position in DIOD in Q4 2022 and held it in 4 quarters. The position peaked at $226K in Q2 2023. 336 funds tracked by Wall St. Rank hold DIOD as of Q4 2023.

  • Wallace Advisory Group reported no remaining Diodes position as of Q4 2023 after selling out during the quarter.
  • Wallace Advisory Group sold 2,391 Diodes shares in Q4 2023, an estimated $221K.
  • Wallace Advisory Group first reported a position in Diodes in Q4 2022 and held it in 4 quarters.
  • Wallace Advisory Group's Diodes position peaked at $226K in Q2 2023.
  • 336 funds tracked by Wall St. Rank held Diodes as of Q4 2023.

Based on Wallace Advisory Group's 13F filing for Q4 2023, filed 9 Jan 2024.