WP
DIAL icon

WealthShield Partners’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-5,247
Closed -$113K – 345
2021
Q2 		$113K Buy
5,247
+1,526
+41% +$32.7K 0.02% 344
2021
Q1 		$79K Buy
+3,721
New +$80.4K 0.01% 375

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthShield Partners's DIAL Position: Q3 2021 in Review

WealthShield Partners sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2021, closing a stake of 5,247 shares — an estimated $113K sold.

WealthShield Partners first reported a position in DIAL in Q1 2021 and held it in 2 quarters. The position peaked at $113K in Q2 2021. 75 funds tracked by Wall St. Rank hold DIAL as of Q3 2021.

  • WealthShield Partners reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 5,247 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2021, an estimated $113K.
  • WealthShield Partners first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Columbia Diversified Fixed Income Allocation ETF position peaked at $113K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.