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Baystate Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Baystate 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
2023
Q4 		$9.05K Buy
339
+5
+1% +$111 ﹤0.01% 748
2023
Q3 		$6.79K Buy
334
+6
+2% +$125 ﹤0.01% 646
2023
Q2 		$6.66K Buy
328
+5
+2% +$106 ﹤0.01% 646
2023
Q1 		$6.93K Buy
+323
New +$8.97K ﹤0.01% 624

Other funds holding COLB

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baystate Wealth Management's COLB Position: Q4 2023 in Review

Baystate Wealth Management increased its Columbia Banking Systems (COLB) stake by 1.5% in Q4 2023, buying an estimated $111 and bringing the position to 339 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Baystate Wealth Management first reported a position in COLB in Q1 2023 and has held it in 4 quarters since. 371 funds tracked by Wall St. Rank hold COLB as of Q4 2023.

  • Baystate Wealth Management held 339 shares of Columbia Banking Systems worth $9.05K as of Q4 2023.
  • Baystate Wealth Management bought 5 Columbia Banking Systems shares in Q4 2023, an estimated $111.
  • Columbia Banking Systems made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #748 holding.
  • Baystate Wealth Management first reported a position in Columbia Banking Systems in Q1 2023 and has held it in 4 quarters since.
  • 371 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.