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Brio Consultants’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Brio Consultants’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
2020
Q4 		– Sell
-9,348
Closed -$201K – 71
2020
Q3 		$201K Buy
+9,348
New +$202K 0.06% 73
2020
Q2 		– Sell
-61,849
Closed -$1.23M – 70
2020
Q1 		$1.23M Sell
61,849
-1,153
-2% -$23.7K 0.49% 29
2019
Q4 		$1.31M Buy
+63,002
New +$1.31M 0.44% 31

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brio Consultants's DIAL Position: Q4 2020 in Review

Brio Consultants sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2020, closing a stake of 9,348 shares — an estimated $201K sold.

Brio Consultants first reported a position in DIAL in Q4 2019 and held it in 3 quarters. The position peaked at $1.31M in Q4 2019. 67 funds tracked by Wall St. Rank hold DIAL as of Q4 2020.

  • Brio Consultants reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q4 2020 after selling out during the quarter.
  • Brio Consultants sold 9,348 Columbia Diversified Fixed Income Allocation ETF shares in Q4 2020, an estimated $201K.
  • Brio Consultants first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2019 and held it in 3 quarters.
  • Brio Consultants's Columbia Diversified Fixed Income Allocation ETF position peaked at $1.31M in Q4 2019.
  • 67 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2020.

Based on Brio Consultants's 13F filing for Q4 2020, filed 11 Jan 2021.