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

GYL Financial Synergies’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	$653K	Buy	35,324 +27	+0.1%	+$490	0.05%	217
2024 Q2	$623K	Sell	35,297 -398	-1%	-$6.98K	0.05%	218
2024 Q1	$635K	Sell	35,695 -43,549	-55%	-$773K	0.05%	218
2023 Q4	$1.43M	Sell	79,244 -32,304	-29%	-$553K	0.12%	153
2023 Q3	$1.88M	Buy	111,548 +41,104	+58%	+$712K	0.18%	115
2023 Q2	$1.24M	Buy	70,444 +15,220	+28%	+$269K	0.11%	160
2023 Q1	$987K	Sell	55,224 -409,350	-88%	-$7.23M	0.12%	129
2022 Q4	$8.03M	Buy	464,574 +101,842	+28%	+$1.75M	1.74%	15
2022 Q3	$6.07M	Buy	362,732 +273,937	+309%	+$4.9M	1.65%	16
2022 Q2	$1.57M	Buy	88,795 +31,671	+55%	+$579K	0.43%	33
2022 Q1	$1.11M	Buy	+57,124	New	+$1.15M	0.27%	50

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 $623M AUM 18.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GYL Financial Synergies's DIAL Position: Q3 2024 in Review

GYL Financial Synergies increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 0.08% in Q3 2024, buying an estimated $490 and bringing the position to 35,324 shares worth $653K. The position accounts for 0.05% of the portfolio, ranked #217.

GYL Financial Synergies first reported a position in DIAL in Q1 2022 and has held it in 11 quarters since. The position peaked at $8.03M in Q4 2022. 57 funds tracked by Wall St. Rank hold DIAL as of Q3 2024.

GYL Financial Synergies held 35,324 shares of Columbia Diversified Fixed Income Allocation ETF worth $653K as of Q3 2024.
GYL Financial Synergies bought 27 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2024, an estimated $490.
Columbia Diversified Fixed Income Allocation ETF made up 0.05% of GYL Financial Synergies's portfolio in Q3 2024, its #217 holding.
GYL Financial Synergies first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2022 and has held it in 11 quarters since.
GYL Financial Synergies's Columbia Diversified Fixed Income Allocation ETF position peaked at $8.03M in Q4 2022.
57 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.