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

Legacy Wealth Partners (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
2021 Q2	$7.33M	Buy	340,376 +10,354	+3%	+$222K	4.08%	5
2021 Q1	$6.97M	Buy	330,022 +67,434	+26%	+$1.46M	4.08%	8
2020 Q4	$5.8M	Sell	262,588 -8,463	-3%	-$184K	3.65%	8
2020 Q3	$5.83M	Buy	271,051 +72,474	+36%	+$1.56M	4.12%	6
2020 Q2	$4.19M	Sell	198,577 -28,294	-12%	-$585K	3.17%	9
2020 Q1	$4.51M	Sell	226,871 -15,656	-6%	-$322K	4.2%	8
2019 Q4	$5.1M	Buy	+242,527	New	+$5.04M	3.71%	6

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

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return

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

Legacy Wealth Partners (California)'s DIAL Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 3.1% in Q2 2021, buying an estimated $222K and bringing the position to 340,376 shares worth $7.33M. The position accounts for 4.08% of the portfolio, ranked #5.

Legacy Wealth Partners (California) first reported a position in DIAL in Q4 2019 and has held it in 7 quarters since. 80 funds tracked by Wall St. Rank hold DIAL as of Q2 2021.

Legacy Wealth Partners (California) held 340,376 shares of Columbia Diversified Fixed Income Allocation ETF worth $7.33M as of Q2 2021.
Legacy Wealth Partners (California) bought 10,354 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2021, an estimated $222K.
Columbia Diversified Fixed Income Allocation ETF made up 4.08% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #5 holding.
Legacy Wealth Partners (California) first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2019 and has held it in 7 quarters since.
80 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.