180 Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History

180 Wealth Advisors’s Portfolio COLB Stock Details COLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-5,445	Closed	-$202K	–	391
2021 Q2	$202K	Hold	5,445	–	–	0.05%	346
2021 Q1	$237K	Buy	5,445 +5	+0.1%	+$218	0.06%	304
2020 Q4	$228K	Buy	+5,440	New	+$169K	0.07%	280
2020 Q1	–	Sell	-5,988	Closed	-$235K	–	233
2019 Q4	$235K	Sell	5,988 -94	-2%	-$3.66K	0.09%	232
2019 Q3	$220K	Buy	6,082 +6	+0.1%	+$214	0.1%	229
2019 Q2	$220K	Buy	6,076 +9	+0.1%	+$319	0.1%	226
2019 Q1	$227K	Buy	6,067 +198	+3%	+$7.19K	0.1%	225
2018 Q4	$228K	Hold	5,869	–	–	0.11%	224
2018 Q3	$228K	Hold	5,869	–	–	0.11%	224
2018 Q2	$240K	Hold	5,869	–	–	0.12%	202
2018 Q1	$245K	Buy	5,869 +100	+2%	+$4.34K	0.13%	199
2017 Q4	$251K	Buy	+5,769	New	+$252K	0.13%	192

Other funds holding COLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

180 Wealth Advisors's COLB Position: Q3 2021 in Review

180 Wealth Advisors sold out of Columbia Banking Systems (COLB) in Q3 2021, closing a stake of 5,445 shares — an estimated $202K sold.

180 Wealth Advisors first reported a position in COLB in Q4 2017 and held it in 12 quarters. The position peaked at $251K in Q4 2017. 216 funds tracked by Wall St. Rank hold COLB as of Q3 2021.

180 Wealth Advisors reported no remaining Columbia Banking Systems position as of Q3 2021 after selling out during the quarter.
180 Wealth Advisors sold 5,445 Columbia Banking Systems shares in Q3 2021, an estimated $202K.
180 Wealth Advisors first reported a position in Columbia Banking Systems in Q4 2017 and held it in 12 quarters.
180 Wealth Advisors's Columbia Banking Systems position peaked at $251K in Q4 2017.
216 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2021.

Based on 180 Wealth Advisors's 13F filing for Q3 2021, filed 28 Oct 2021.