Waypoint Capital Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Waypoint Capital 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 Q4	–	Sell	-700	Closed	-$201K	–	130
2022 Q3	$201K	Hold	700	–	–	0.09%	109
2022 Q2	$215K	Buy	+700	New	+$229K	0.1%	107

Other funds holding DIA

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Waypoint Capital Advisors's DIA Position: Q4 2022 in Review

Waypoint Capital Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2022, closing a stake of 700 shares — an estimated $201K sold.

Waypoint Capital Advisors first reported a position in DIA in Q2 2022 and held it in 2 quarters. The position peaked at $215K in Q2 2022. 1,022 funds tracked by Wall St. Rank hold DIA as of Q4 2022.

Waypoint Capital Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2022 after selling out during the quarter.
Waypoint Capital Advisors sold 700 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2022, an estimated $201K.
Waypoint Capital Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2022 and held it in 2 quarters.
Waypoint Capital Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $215K in Q2 2022.
1,022 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2022.

Based on Waypoint Capital Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.