FI
DIAL icon

Financial Insights’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Financial Insights’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
Q3 		– Sell
-12,439
Closed -$219K – 149
2024
Q2 		$219K Sell
12,439
-1,863
-13% -$32.7K 0.06% 151
2024
Q1 		$254K Sell
14,302
-1,858
-11% -$33K 0.07% 147
2023
Q4 		$292K Sell
16,160
-2,165
-12% -$37.1K 0.09% 132
2023
Q3 		$303K Sell
18,325
-7,345
-29% -$127K 0.11% 126
2023
Q2 		$452K Sell
25,670
-4,486
-15% -$79.3K 0.17% 104
2023
Q1 		$539K Sell
30,156
-6,609
-18% -$117K 0.22% 75
2022
Q4 		$636K Sell
36,765
-8,426
-19% -$145K 0.3% 64
2022
Q3 		$756K Sell
45,191
-1,120
-2% -$20K 0.51% 42
2022
Q2 		$818K Sell
46,311
-23,378
-34% -$428K 0.83% 32
2022
Q1 		$1.36M Buy
69,689
+1,155
+2% +$23.3K 1.25% 21
2021
Q4 		$1.46M Buy
68,534
+6,058
+10% +$129K 1.26% 21
2021
Q3 		$1.33M Buy
62,476
+5,086
+9% +$110K 1.23% 21
2021
Q2 		$12.4M Buy
57,390
+6,563
+13% +$140K 1.02% 23
2021
Q1 		$1.07M Buy
50,827
+16,916
+50% +$365K 0.79% 28
2020
Q4 		$749K Buy
33,911
+17,730
+110% +$386K 0.58% 32
2020
Q3 		$348K Buy
16,181
+15,678
+3,117% +$338K 0.3% 49
2020
Q2 		$230 Buy
+503
New +$10.4K 0.2% 66

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $522M AUM 14.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Insights's DIAL Position: Q3 2024 in Review

Financial Insights sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2024, closing a stake of 12,439 shares — an estimated $219K sold.

Financial Insights first reported a position in DIAL in Q2 2020 and held it in 17 quarters. The position peaked at $12.4M in Q2 2021. 57 funds tracked by Wall St. Rank hold DIAL as of Q3 2024.

  • Financial Insights reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Insights sold 12,439 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2024, an estimated $219K.
  • Financial Insights first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2020 and held it in 17 quarters.
  • Financial Insights's Columbia Diversified Fixed Income Allocation ETF position peaked at $12.4M in Q2 2021.
  • 57 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2024.

Based on Financial Insights's 13F filing for Q3 2024, filed 22 Oct 2024.