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Colton Groome Financial Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Colton Groome Financial 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
2022
Q2 		– Sell
-88,340
Closed -$1.72M – 111
2022
Q1 		$1.72M Buy
+88,340
New +$1.78M 0.8% 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
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

Colton Groome Financial Advisors's DIAL Position: Q2 2022 in Review

Colton Groome Financial Advisors sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q2 2022, closing a stake of 88,340 shares — an estimated $1.72M sold.

Colton Groome Financial Advisors first reported a position in DIAL in Q1 2022 and held it in 1 quarter. The position peaked at $1.72M in Q1 2022. 80 funds tracked by Wall St. Rank hold DIAL as of Q2 2022.

  • Colton Groome Financial Advisors reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 88,340 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2022, an estimated $1.72M.
  • Colton Groome Financial Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2022 and held it in 1 quarter.
  • Colton Groome Financial Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $1.72M in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2022.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.