Truist Financial’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Truist Financial’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	-11,671	Closed	-$209K	–	2586
2023 Q1	$209K	Sell	11,671 -20,526	-64%	-$363K	﹤0.01%	2407
2022 Q4	$557K	Hold	32,197	–	–	﹤0.01%	1882
2022 Q3	$539K	Sell	32,197 -551	-2%	-$9.85K	﹤0.01%	1784
2022 Q2	$578K	Buy	32,748 +348	+1%	+$6.37K	﹤0.01%	1821
2022 Q1	$631K	Buy	32,400 +19,665	+154%	+$396K	﹤0.01%	1869
2021 Q4	$271K	Buy	+12,735	New	+$271K	﹤0.01%	2424

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

Truist Financial's DIAL Position: Q2 2023 in Review

Truist Financial sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q2 2023, closing a stake of 11,671 shares — an estimated $209K sold.

Truist Financial first reported a position in DIAL in Q4 2021 and held it in 6 quarters. The position peaked at $631K in Q1 2022. 62 funds tracked by Wall St. Rank hold DIAL as of Q2 2023.

Truist Financial reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q2 2023 after selling out during the quarter.
Truist Financial sold 11,671 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2023, an estimated $209K.
Truist Financial first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2021 and held it in 6 quarters.
Truist Financial's Columbia Diversified Fixed Income Allocation ETF position peaked at $631K in Q1 2022.
62 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2023.

Based on Truist Financial's 13F filing for Q2 2023, filed 1 Aug 2023.