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Castleview Partners’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Castleview Partners’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
2022
Q1 		– Sell
-304,242
Closed -$14.3K – 785
2021
Q4 		$14.3K Buy
+304,242
New +$6.47M 0.11% 76
2021
Q2 		$323K Buy
+15,009
New +$321K 0.14% 147

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
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Castleview Partners's DIAL Position: Q1 2022 in Review

Castleview Partners sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2022, closing a stake of 304,242 shares — an estimated $14.3K sold.

Castleview Partners first reported a position in DIAL in Q2 2021 and held it in 2 quarters. The position peaked at $323K in Q2 2021. 93 funds tracked by Wall St. Rank hold DIAL as of Q1 2022.

  • Castleview Partners reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Castleview Partners sold 304,242 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2022, an estimated $14.3K.
  • Castleview Partners first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2021 and held it in 2 quarters.
  • Castleview Partners's Columbia Diversified Fixed Income Allocation ETF position peaked at $323K in Q2 2021.
  • 93 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.