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Colonial Trust Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Colonial Trust Advisors’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
-66
Closed -$1.17K – 829
2024
Q1 		$1.17K Buy
+66
New +$1.17K ﹤0.01% 850

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 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 $522M AUM 14.26% 1-Year Est. Return

Colonial Trust Advisors's DIAL Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q2 2024, closing a stake of 66 shares — an estimated $1.17K sold.

Colonial Trust Advisors first reported a position in DIAL in Q1 2024 and held it in 1 quarter. The position peaked at $1.17K in Q1 2024. 61 funds tracked by Wall St. Rank hold DIAL as of Q2 2024.

  • Colonial Trust Advisors reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 66 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2024, an estimated $1.17K.
  • Colonial Trust Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2024 and held it in 1 quarter.
  • Colonial Trust Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $1.17K in Q1 2024.
  • 61 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.