CWM
DIAL icon

Cornerstone Wealth Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Cornerstone Wealth Management’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
2021
Q3 		– Sell
-17,265
Closed -$372K – 458
2021
Q2 		$372K Sell
17,265
-800
-4% -$17.1K 0.04% 337
2021
Q1 		$382K Hold
18,065
– – 0.05% 308
2020
Q4 		$399K Buy
+18,065
New +$393K 0.05% 278

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornerstone Wealth Management's DIAL Position: Q3 2021 in Review

Cornerstone Wealth Management sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2021, closing a stake of 17,265 shares — an estimated $372K sold.

Cornerstone Wealth Management first reported a position in DIAL in Q4 2020 and held it in 3 quarters. The position peaked at $399K in Q4 2020. 75 funds tracked by Wall St. Rank hold DIAL as of Q3 2021.

  • Cornerstone Wealth Management reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2021 after selling out during the quarter.
  • Cornerstone Wealth Management sold 17,265 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2021, an estimated $372K.
  • Cornerstone Wealth Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2020 and held it in 3 quarters.
  • Cornerstone Wealth Management's Columbia Diversified Fixed Income Allocation ETF position peaked at $399K in Q4 2020.
  • 75 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2021.

Based on Cornerstone Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.