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Abich Financial Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Abich Financial Wealth Management’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
2024
Q2 		– Sell
-2,219
Closed -$42.9K – 823
2024
Q1 		$42.9K Buy
2,219
+1,020
+85% +$21K 0.03% 161
2023
Q4 		$32K Buy
+1,199
New +$26.6K 0.03% 146

Other funds holding COLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Abich Financial Wealth Management's COLB Position: Q2 2024 in Review

Abich Financial Wealth Management sold out of Columbia Banking Systems (COLB) in Q2 2024, closing a stake of 2,219 shares — an estimated $42.9K sold.

Abich Financial Wealth Management first reported a position in COLB in Q4 2023 and held it in 2 quarters. The position peaked at $42.9K in Q1 2024. 363 funds tracked by Wall St. Rank hold COLB as of Q2 2024.

  • Abich Financial Wealth Management reported no remaining Columbia Banking Systems position as of Q2 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 2,219 Columbia Banking Systems shares in Q2 2024, an estimated $42.9K.
  • Abich Financial Wealth Management first reported a position in Columbia Banking Systems in Q4 2023 and held it in 2 quarters.
  • Abich Financial Wealth Management's Columbia Banking Systems position peaked at $42.9K in Q1 2024.
  • 363 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2024.

Based on Abich Financial Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.