Atria Investments’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Atria Investments’s Portfolio DIAL Stock Details DIAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-64,396	Closed	-$1.15M	–	838
2023 Q1	$1.15M	Buy	64,396 +3,044	+5%	+$53.8K	0.02%	756
2022 Q4	$1.06M	Sell	61,352 -5	-0%	-$86	0.02%	741
2022 Q3	$1.03M	Buy	61,357 +2,539	+4%	+$45.4K	0.02%	716
2022 Q2	$1.04M	Sell	58,818 -205,720	-78%	-$3.76M	0.02%	738
2022 Q1	$5.16M	Buy	264,538 +71,765	+37%	+$1.45M	0.09%	277
2021 Q4	$4.11M	Buy	192,773 +47,592	+33%	+$1.01M	0.07%	333
2021 Q3	$3.1M	Buy	145,181 +3,504	+2%	+$75.7K	0.06%	381
2021 Q2	$3.05M	Buy	141,677 +5,191	+4%	+$111K	0.06%	369
2021 Q1	$2.88M	Sell	136,486 -43,155	-24%	-$932K	0.06%	352
2020 Q4	$3.97M	Buy	+179,641	New	+$3.91M	0.1%	241

Other funds holding DIAL

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Atria Investments's DIAL Position: Q2 2023 in Review

Atria Investments sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q2 2023, closing a stake of 64,396 shares — an estimated $1.15M sold.

Atria Investments first reported a position in DIAL in Q4 2020 and held it in 10 quarters. The position peaked at $5.16M in Q1 2022. 62 funds tracked by Wall St. Rank hold DIAL as of Q2 2023.

Atria Investments reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q2 2023 after selling out during the quarter.
Atria Investments sold 64,396 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2023, an estimated $1.15M.
Atria Investments first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2020 and held it in 10 quarters.
Atria Investments's Columbia Diversified Fixed Income Allocation ETF position peaked at $5.16M in Q1 2022.
62 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2023.

Based on Atria Investments's 13F filing for Q2 2023, filed 4 Aug 2023.