Laurel Wealth Advisors (California)’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Laurel Wealth Advisors (California)’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 Q1	–	Sell	-9,976	Closed	-$213K	–	757
2021 Q4	$213K	Sell	9,976 -72	-0.7%	-$1.53K	0.02%	742
2021 Q3	$215K	Sell	10,048 -22	-0.2%	-$476	0.04%	423
2021 Q2	$217K	Sell	10,070 -1	-0%	-$21	0.03%	475
2021 Q1	$213K	Buy	10,071 +782	+8%	+$16.9K	0.03%	434
2020 Q4	$205K	Buy	+9,289	New	+$202K	0.03%	419

Other funds holding DIAL

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Laurel Wealth Advisors (California)'s DIAL Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2022, closing a stake of 9,976 shares — an estimated $213K sold.

Laurel Wealth Advisors (California) first reported a position in DIAL in Q4 2020 and held it in 5 quarters. The position peaked at $217K in Q2 2021. 93 funds tracked by Wall St. Rank hold DIAL as of Q1 2022.

Laurel Wealth Advisors (California) reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 9,976 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2022, an estimated $213K.
Laurel Wealth Advisors (California) first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2020 and held it in 5 quarters.
Laurel Wealth Advisors (California)'s Columbia Diversified Fixed Income Allocation ETF position peaked at $217K in Q2 2021.
93 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.