EH
DIAL icon

Equitable Holdings’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Equitable Holdings’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
Q4 		– Sell
-13,036
Closed -$218K – 911
2022
Q3 		$218K Sell
13,036
-10,200
-44% -$182K ﹤0.01% 786
2022
Q2 		$410K Sell
23,236
-47,882
-67% -$876K 0.01% 603
2022
Q1 		$1.39M Sell
71,118
-2,775
-4% -$55.9K 0.02% 343
2021
Q4 		$1.57M Buy
73,893
+6,193
+9% +$132K 0.02% 313
2021
Q3 		$1.45M Sell
67,700
-3,455
-5% -$74.7K 0.02% 309
2021
Q2 		$1.53M Sell
71,155
-28,045
-28% -$600K 0.03% 297
2021
Q1 		$2.1M Sell
99,200
-25,698
-21% -$555K 0.04% 237
2020
Q4 		$2.76M Sell
124,898
-22,426
-15% -$488K 0.06% 184
2020
Q3 		$3.17M Buy
147,324
+9,370
+7% +$202K 0.08% 150
2020
Q2 		$2.91M Buy
137,954
+24,234
+21% +$501K 0.08% 144
2020
Q1 		$2.26M Buy
113,720
+26,574
+30% +$547K 0.08% 150
2019
Q4 		$1.81M Buy
+87,146
New +$1.81M 0.05% 211

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LOIP
Live Oak Investment Partners Austin, Texas $169M AUM 17.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Equitable Holdings's DIAL Position: Q4 2022 in Review

Equitable Holdings sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2022, closing a stake of 13,036 shares — an estimated $218K sold.

Equitable Holdings first reported a position in DIAL in Q4 2019 and held it in 12 quarters. The position peaked at $3.17M in Q3 2020. 68 funds tracked by Wall St. Rank hold DIAL as of Q4 2022.

  • Equitable Holdings reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • Equitable Holdings sold 13,036 Columbia Diversified Fixed Income Allocation ETF shares in Q4 2022, an estimated $218K.
  • Equitable Holdings first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2019 and held it in 12 quarters.
  • Equitable Holdings's Columbia Diversified Fixed Income Allocation ETF position peaked at $3.17M in Q3 2020.
  • 68 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2022.

Based on Equitable Holdings's 13F filing for Q4 2022, filed 14 Feb 2023.