AWM
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Avior Wealth Management’s Columbia Sportswear COLM Stock Holding History

Avior Wealth Management’s Portfolio COLM Stock Details COLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3
Closed -$251 – 1059
2024
Q4 		$251 Buy
+3
New +$251 ﹤0.01% 2341

Other funds holding COLM

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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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avior Wealth Management's COLM Position: Q1 2025 in Review

Avior Wealth Management sold out of Columbia Sportswear (COLM) in Q1 2025, closing a stake of 3 shares — an estimated $251 sold.

Avior Wealth Management first reported a position in COLM in Q4 2024 and held it in 1 quarter. The position peaked at $251 in Q4 2024. 309 funds tracked by Wall St. Rank hold COLM as of Q1 2025.

  • Avior Wealth Management reported no remaining Columbia Sportswear position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3 Columbia Sportswear shares in Q1 2025, an estimated $251.
  • Avior Wealth Management first reported a position in Columbia Sportswear in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Columbia Sportswear position peaked at $251 in Q4 2024.
  • 309 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.