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BDO Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History

BDO Wealth 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 		$325 Hold
16
– – ﹤0.01% 950
2023
Q1 		$343 Buy
+16
New +$444 ﹤0.01% 1019

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
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

BDO Wealth Advisors's COLB Position: Q2 2023 in Review

BDO Wealth Advisors held its Columbia Banking Systems (COLB) position steady in Q2 2023 at 16 shares worth $325. The position accounts for ﹤0.01% of the portfolio, ranked #950.

BDO Wealth Advisors first reported a position in COLB in Q1 2023 and has held it in 2 quarters since. The position peaked at $343 in Q1 2023. 354 funds tracked by Wall St. Rank hold COLB as of Q2 2023.

  • BDO Wealth Advisors held 16 shares of Columbia Banking Systems worth $325 as of Q2 2023.
  • BDO Wealth Advisors left its Columbia Banking Systems share count unchanged in Q2 2023.
  • Columbia Banking Systems made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #950 holding.
  • BDO Wealth Advisors first reported a position in Columbia Banking Systems in Q1 2023 and has held it in 2 quarters since.
  • BDO Wealth Advisors's Columbia Banking Systems position peaked at $343 in Q1 2023.
  • 354 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.