Trail Ridge Investment Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Trail Ridge Investment 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
2022 Q4	–	Sell	-33,841	Closed	-$584K	–	117
2022 Q3	$584K	Buy	33,841 +7,512	+29%	+$134K	0.39%	72
2022 Q2	$465K	Buy	+26,329	New	+$482K	0.32%	86

Other funds holding DIAL

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

GFS

GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return

OIA

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

LOIP

Live Oak Investment Partners Austin, Texas $169M AUM 17.72% 1-Year Est. Return

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

Trail Ridge Investment Advisors's DIAL Position: Q4 2022 in Review

Trail Ridge Investment Advisors sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2022, closing a stake of 33,841 shares — an estimated $584K sold.

Trail Ridge Investment Advisors first reported a position in DIAL in Q2 2022 and held it in 2 quarters. The position peaked at $584K in Q3 2022. 68 funds tracked by Wall St. Rank hold DIAL as of Q4 2022.

Trail Ridge Investment Advisors reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q4 2022 after selling out during the quarter.
Trail Ridge Investment Advisors sold 33,841 Columbia Diversified Fixed Income Allocation ETF shares in Q4 2022, an estimated $584K.
Trail Ridge Investment Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2022 and held it in 2 quarters.
Trail Ridge Investment Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $584K in Q3 2022.
68 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2022.

Based on Trail Ridge Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.