Atria Wealth Solutions
CLBK icon

Atria Wealth Solutions’s Columbia Financial CLBK Stock Holding History

Atria Wealth Solutions’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
2023
Q1 		– Sell
-205,363
Closed -$2.02M – 1871
2022
Q4 		$2.02M Buy
205,363
+103,611
+102% +$1.01M 0.03% 514
2022
Q3 		$977K Buy
+101,752
New +$999K 0.02% 722

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's CLBK Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Columbia Financial (CLBK) in Q1 2023, closing a stake of 205,363 shares — an estimated $2.02M sold.

Atria Wealth Solutions first reported a position in CLBK in Q3 2022 and held it in 2 quarters. The position peaked at $2.02M in Q4 2022. 101 funds tracked by Wall St. Rank hold CLBK as of Q1 2023.

  • Atria Wealth Solutions reported no remaining Columbia Financial position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 205,363 Columbia Financial shares in Q1 2023, an estimated $2.02M.
  • Atria Wealth Solutions first reported a position in Columbia Financial in Q3 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Columbia Financial position peaked at $2.02M in Q4 2022.
  • 101 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.