Patriot Financial Group Insurance Agency’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Patriot Financial Group Insurance Agency’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 Q4	–	Sell	-508	Closed	-$11K	–	2168
2021 Q3	$11K	Buy	508 +3	+0.6%	+$65	﹤0.01%	1427
2021 Q2	$11K	Buy	505 +3	+0.6%	+$64	﹤0.01%	1404
2021 Q1	$11K	Buy	502 +2	+0.4%	+$43	﹤0.01%	1316
2020 Q4	$11K	Buy	+500	New	+$10.9K	﹤0.01%	1176
2020 Q3	–	Sell	-381	Closed	-$8K	–	1701
2020 Q2	$8K	Buy	+381	New	+$7.88K	﹤0.01%	1026

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DIAL Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2021, closing a stake of 508 shares — an estimated $11K sold.

Patriot Financial Group Insurance Agency first reported a position in DIAL in Q2 2020 and held it in 5 quarters. The position peaked at $11K in Q3 2021. 95 funds tracked by Wall St. Rank hold DIAL as of Q4 2021.

Patriot Financial Group Insurance Agency reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q4 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 508 Columbia Diversified Fixed Income Allocation ETF shares in Q4 2021, an estimated $11K.
Patriot Financial Group Insurance Agency first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2020 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Columbia Diversified Fixed Income Allocation ETF position peaked at $11K in Q3 2021.
95 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.