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Heritage Wealth Management (Arizona)’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		– Sell
-4,549
Closed -$89K – 1006
2022
Q1 		$89K Buy
+4,549
New +$91.7K 0.02% 385

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
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
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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DIAL Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q2 2022, closing a stake of 4,549 shares — an estimated $89K sold.

Heritage Wealth Management (Arizona) first reported a position in DIAL in Q1 2022 and held it in 1 quarter. The position peaked at $89K in Q1 2022. 80 funds tracked by Wall St. Rank hold DIAL as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 4,549 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2022, an estimated $89K.
  • Heritage Wealth Management (Arizona) first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Columbia Diversified Fixed Income Allocation ETF position peaked at $89K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.