AWM
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Altium Wealth Management’s Columbia Financial CLBK Stock Holding History

Altium Wealth Management’s Portfolio CLBK Stock Details CLBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$449K Hold
20,566
– – 0.03% 253
2022
Q1 		$442K Hold
20,566
– – 0.03% 273
2021
Q4 		$429K Buy
+20,566
New +$399K 0.03% 276
2021
Q1 		– Sell
-15,729
Closed -$245K – 385
2020
Q4 		$245K Hold
15,729
– – 0.02% 311
2020
Q3 		$175K Sell
15,729
-9,000
-36% -$107K 0.02% 318
2020
Q2 		$345K Buy
+24,729
New +$345K 0.04% 246

Other funds holding CLBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altium Wealth Management's CLBK Position: Q2 2022 in Review

Altium Wealth Management held its Columbia Financial (CLBK) position steady in Q2 2022 at 20,566 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #253.

Altium Wealth Management first reported a position in CLBK in Q2 2020 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold CLBK as of Q2 2022.

  • Altium Wealth Management held 20,566 shares of Columbia Financial worth $449K as of Q2 2022.
  • Altium Wealth Management left its Columbia Financial share count unchanged in Q2 2022.
  • Columbia Financial made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #253 holding.
  • Altium Wealth Management first reported a position in Columbia Financial in Q2 2020 and has held it in 6 quarters since.
  • 107 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.