Palo Alto Wealth Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Palo Alto Wealth 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
2023 Q4	–	Sell	-11,375	Closed	-$191K	–	41
2023 Q3	$191K	Hold	11,375	–	–	0.16%	39
2023 Q2	$200K	Buy	+11,375	New	+$201K	0.16%	39

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

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

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

NIWA

New Insight Wealth Advisors San Ramon, California $279M AUM 19.05% 1-Year Est. Return

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

Palo Alto Wealth Advisors's DIAL Position: Q4 2023 in Review

Palo Alto Wealth Advisors sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2023, closing a stake of 11,375 shares — an estimated $191K sold.

Palo Alto Wealth Advisors first reported a position in DIAL in Q2 2023 and held it in 2 quarters. The position peaked at $200K in Q2 2023. 65 funds tracked by Wall St. Rank hold DIAL as of Q4 2023.

Palo Alto Wealth Advisors reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q4 2023 after selling out during the quarter.
Palo Alto Wealth Advisors sold 11,375 Columbia Diversified Fixed Income Allocation ETF shares in Q4 2023, an estimated $191K.
Palo Alto Wealth Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2023 and held it in 2 quarters.
Palo Alto Wealth Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $200K in Q2 2023.
65 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2023.

Based on Palo Alto Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.