YorkBridge Wealth Partners’s Diodes DIOD Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	$299K	Sell	3,926 -264	-6%	-$20.7K	0.08%	193
2022 Q3	$272K	Buy	4,190 +78	+2%	+$5.64K	0.07%	215
2022 Q2	$266K	Buy	4,112 +65	+2%	+$4.74K	0.07%	218
2022 Q1	$352K	Sell	4,047 -268	-6%	-$24.4K	0.08%	201
2021 Q4	$474K	Buy	4,315 +87	+2%	+$8.82K	0.11%	143
2021 Q3	$383K	Buy	4,228 +340	+9%	+$29.7K	0.1%	175
2021 Q2	$310K	Buy	3,888 +42	+1%	+$3.23K	0.08%	200
2021 Q1	$307K	Buy	3,846 +807	+27%	+$63.8K	0.09%	187
2020 Q4	$214K	Buy	+3,039	New	+$196K	0.07%	203

Other funds holding DIOD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

YorkBridge Wealth Partners's DIOD Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Diodes (DIOD) stake by 6.3% in Q4 2022, selling an estimated $20.7K and leaving 3,926 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #193.

YorkBridge Wealth Partners first reported a position in DIOD in Q4 2020 and has held it in 9 quarters since. The position peaked at $474K in Q4 2021. 332 funds tracked by Wall St. Rank hold DIOD as of Q4 2022.

YorkBridge Wealth Partners held 3,926 shares of Diodes worth $299K as of Q4 2022.
YorkBridge Wealth Partners sold 264 Diodes shares in Q4 2022, an estimated $20.7K.
Diodes made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #193 holding.
YorkBridge Wealth Partners first reported a position in Diodes in Q4 2020 and has held it in 9 quarters since.
YorkBridge Wealth Partners's Diodes position peaked at $474K in Q4 2021.
332 funds tracked by Wall St. Rank held Diodes as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.