Bank of Montreal
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Bank of Montreal’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Bank of Montreal’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
2024
Q2 		– Sell
-96,492
Closed -$1.72M – 3926
2024
Q1 		$1.72M Buy
+96,492
New +$1.71M ﹤0.01% 1711
2023
Q3 		– Sell
-129,725
Closed -$2.29M – 3891
2023
Q2 		$2.29M Buy
+129,725
New +$2.29M ﹤0.01% 1737

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

Bank of Montreal's DIAL Position: Q2 2024 in Review

Bank of Montreal sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q2 2024, closing a stake of 96,492 shares — an estimated $1.72M sold.

Bank of Montreal first reported a position in DIAL in Q2 2023 and held it in 2 quarters. The position peaked at $2.29M in Q2 2023. 61 funds tracked by Wall St. Rank hold DIAL as of Q2 2024.

  • Bank of Montreal reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 96,492 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2024, an estimated $1.72M.
  • Bank of Montreal first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2023 and held it in 2 quarters.
  • Bank of Montreal's Columbia Diversified Fixed Income Allocation ETF position peaked at $2.29M in Q2 2023.
  • 61 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.