NA
DIAL icon

NewEdge Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

NewEdge Advisors’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
Q4 		– Sell
-1,630
Closed -$30.1K – 3930
2024
Q3 		$30.1K Sell
1,630
-1,279
-44% -$23.2K ﹤0.01% 2593
2024
Q2 		$51.3K Buy
2,909
+3
+0.1% +$53 ﹤0.01% 2334
2024
Q1 		$51.7K Sell
2,906
-4,373
-60% -$77.6K ﹤0.01% 2300
2023
Q4 		$131K Sell
7,279
-908
-11% -$15.6K ﹤0.01% 1857
2023
Q3 		$138K Sell
8,187
-910
-10% -$15.8K ﹤0.01% 1734
2023
Q2 		$160K Sell
9,097
-3,638
-29% -$64.3K ﹤0.01% 1707
2023
Q1 		$228K Sell
12,735
-20,659
-62% -$365K ﹤0.01% 1490
2022
Q4 		$130K Sell
33,394
-1,772
-5% -$30.4K ﹤0.01% 1340
2022
Q3 		$588K Sell
35,166
-14,146
-29% -$253K 0.01% 892
2022
Q2 		$871K Sell
49,312
-143,054
-74% -$2.62M 0.01% 730
2022
Q1 		$3.75M Sell
192,366
-1,780
-0.9% -$35.9K 0.06% 295
2021
Q4 		$4.14M Sell
194,146
-134,752
-41% -$2.87M 0.06% 282
2021
Q3 		$7.03M Sell
328,898
-81,987
-20% -$1.77M 0.17% 124
2021
Q2 		$8.85M Buy
410,885
+5,473
+1% +$117K 0.24% 95
2021
Q1 		$8.56M Buy
405,412
+172,353
+74% +$3.72M 0.26% 89
2020
Q4 		$5.15M Buy
233,059
+100,826
+76% +$2.19M 0.17% 125
2020
Q3 		$2.84M Buy
132,233
+32,078
+32% +$692K 0.1% 199
2020
Q2 		$2.12M Buy
100,155
+57,596
+135% +$1.19M 0.08% 218
2020
Q1 		$846K Buy
+42,559
New +$876K 0.04% 344

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Advisors's DIAL Position: Q4 2024 in Review

NewEdge Advisors sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2024, closing a stake of 1,630 shares — an estimated $30.1K sold.

NewEdge Advisors first reported a position in DIAL in Q1 2020 and held it in 19 quarters. The position peaked at $8.85M in Q2 2021. 53 funds tracked by Wall St. Rank hold DIAL as of Q4 2024.

  • NewEdge Advisors reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 1,630 Columbia Diversified Fixed Income Allocation ETF shares in Q4 2024, an estimated $30.1K.
  • NewEdge Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2020 and held it in 19 quarters.
  • NewEdge Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $8.85M in Q2 2021.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.