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

Avior 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
2024
Q2 		– Sell
-6
Closed -$103 – 2536
2024
Q1 		$103 Buy
+6
New +$105 ﹤0.01% 3176

Other funds holding CLBK

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avior Wealth Management's CLBK Position: Q2 2024 in Review

Avior Wealth Management sold out of Columbia Financial (CLBK) in Q2 2024, closing a stake of 6 shares — an estimated $103 sold.

Avior Wealth Management first reported a position in CLBK in Q1 2024 and held it in 1 quarter. The position peaked at $103 in Q1 2024. 100 funds tracked by Wall St. Rank hold CLBK as of Q2 2024.

  • Avior Wealth Management reported no remaining Columbia Financial position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 Columbia Financial shares in Q2 2024, an estimated $103.
  • Avior Wealth Management first reported a position in Columbia Financial in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Columbia Financial position peaked at $103 in Q1 2024.
  • 100 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2024.

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