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PFS Investments’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

PFS Investments’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
Q2 		– Sell
-680,168
Closed -$13.3M – 423
2022
Q1 		$13.3M Buy
+680,168
New +$13.7M 0.25% 109

Other funds holding DIAL

Ameriprise
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

PFS Investments's DIAL Position: Q2 2022 in Review

PFS Investments sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q2 2022, closing a stake of 680,168 shares — an estimated $13.3M sold.

PFS Investments first reported a position in DIAL in Q1 2022 and held it in 1 quarter. The position peaked at $13.3M in Q1 2022. 80 funds tracked by Wall St. Rank hold DIAL as of Q2 2022.

  • PFS Investments reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • PFS Investments sold 680,168 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2022, an estimated $13.3M.
  • PFS Investments first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2022 and held it in 1 quarter.
  • PFS Investments's Columbia Diversified Fixed Income Allocation ETF position peaked at $13.3M in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2022.

Based on PFS Investments's 13F filing for Q2 2022, filed 12 Aug 2022.