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Confluence Wealth Services’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Confluence Wealth Services’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
-670
Closed -$14K – 446
2021
Q4 		$14K Buy
+670
New +$14.2K ﹤0.01% 819

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

Confluence Wealth Services's DIAL Position: Q1 2022 in Review

Confluence Wealth Services sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2022, closing a stake of 670 shares — an estimated $14K sold.

Confluence Wealth Services first reported a position in DIAL in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 93 funds tracked by Wall St. Rank hold DIAL as of Q1 2022.

  • Confluence Wealth Services reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 670 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2022, an estimated $14K.
  • Confluence Wealth Services first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Columbia Diversified Fixed Income Allocation ETF position peaked at $14K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.