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Simplicity Solutions’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-13,688
Closed -$302K – 580
2020
Q4 		$302K Sell
13,688
-658
-5% -$14.3K ﹤0.01% 777
2020
Q3 		$309K Buy
14,346
+4,619
+47% +$99.7K 0.01% 716
2020
Q2 		$205K Sell
9,727
-2,457
-20% -$50.8K ﹤0.01% 829
2020
Q1 		$242K Buy
+12,184
New +$251K 0.01% 647

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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simplicity Solutions's DIAL Position: Q1 2021 in Review

Simplicity Solutions sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2021, closing a stake of 13,688 shares — an estimated $302K sold.

Simplicity Solutions first reported a position in DIAL in Q1 2020 and held it in 4 quarters. The position peaked at $309K in Q3 2020. 74 funds tracked by Wall St. Rank hold DIAL as of Q1 2021.

  • Simplicity Solutions reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 13,688 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2021, an estimated $302K.
  • Simplicity Solutions first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2020 and held it in 4 quarters.
  • Simplicity Solutions's Columbia Diversified Fixed Income Allocation ETF position peaked at $309K in Q3 2020.
  • 74 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.