Syverson Strege & Co’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-88	Closed	-$1.57K	–	212
2023 Q1	$1.57K	Sell	88 -1,184	-93%	-$20.9K	﹤0.01%	534
2022 Q4	$22K	Sell	1,272 -3,513	-73%	-$60.3K	0.01%	168
2022 Q3	$80K	Sell	4,785 -320,121	-99%	-$5.72M	0.04%	96
2022 Q2	$5.74M	Buy	324,906 +159,243	+96%	+$2.91M	2.11%	10
2022 Q1	$3.23M	Buy	165,663 +3,371	+2%	+$67.9K	3.51%	6
2021 Q4	$3.46M	Buy	162,292 +10,116	+7%	+$215K	2.56%	9
2021 Q3	$3.25M	Buy	152,176 +5,746	+4%	+$124K	2.59%	9
2021 Q2	$3.16M	Buy	146,430 +142,877	+4,021%	+$3.06M	2.81%	8
2021 Q1	$75K	Buy	+3,553	New	+$76.7K	0.08%	100

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

PVI

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

PWM

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

HSA

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

Syverson Strege & Co's DIAL Position: Q2 2023 in Review

Syverson Strege & Co sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q2 2023, closing a stake of 88 shares — an estimated $1.57K sold.

Syverson Strege & Co first reported a position in DIAL in Q1 2021 and held it in 9 quarters. The position peaked at $5.74M in Q2 2022. 62 funds tracked by Wall St. Rank hold DIAL as of Q2 2023.

Syverson Strege & Co reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 88 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2023, an estimated $1.57K.
Syverson Strege & Co first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2021 and held it in 9 quarters.
Syverson Strege & Co's Columbia Diversified Fixed Income Allocation ETF position peaked at $5.74M in Q2 2022.
62 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.