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BBJS Financial Advisors’s Columbia Banking Systems COLB Stock Holding History

BBJS Financial Advisors’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
Q2 		– Sell
-4
Closed -$89 – 125
2023
Q1 		$89 Buy
+4
New +$111 ﹤0.01% 128

Other funds holding COLB

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BBJS Financial Advisors's COLB Position: Q2 2023 in Review

BBJS Financial Advisors sold out of Columbia Banking Systems (COLB) in Q2 2023, closing a stake of 4 shares — an estimated $89 sold.

BBJS Financial Advisors first reported a position in COLB in Q1 2023 and held it in 1 quarter. The position peaked at $89 in Q1 2023. 354 funds tracked by Wall St. Rank hold COLB as of Q2 2023.

  • BBJS Financial Advisors reported no remaining Columbia Banking Systems position as of Q2 2023 after selling out during the quarter.
  • BBJS Financial Advisors sold 4 Columbia Banking Systems shares in Q2 2023, an estimated $89.
  • BBJS Financial Advisors first reported a position in Columbia Banking Systems in Q1 2023 and held it in 1 quarter.
  • BBJS Financial Advisors's Columbia Banking Systems position peaked at $89 in Q1 2023.
  • 354 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2023.

Based on BBJS Financial Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.