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Tyler-Stone Wealth Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Tyler-Stone Wealth Management’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
Q1 		– Sell
-1,000
Closed -$21K – 858
2021
Q4 		$21K Buy
+1,000
New +$21.3K 0.01% 486

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tyler-Stone Wealth Management's DIAL Position: Q1 2022 in Review

Tyler-Stone Wealth Management sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2022, closing a stake of 1,000 shares — an estimated $21K sold.

Tyler-Stone Wealth Management first reported a position in DIAL in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 93 funds tracked by Wall St. Rank hold DIAL as of Q1 2022.

  • Tyler-Stone Wealth Management reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 1,000 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2022, an estimated $21K.
  • Tyler-Stone Wealth Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2021 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Columbia Diversified Fixed Income Allocation ETF position peaked at $21K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.