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Burt Wealth Advisors’s Columbia Sportswear COLM Stock Holding History

Burt Wealth Advisors’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
2021
Q1 		– Sell
-38
Closed -$3K – 140
2020
Q4 		$3K Hold
38
– – ﹤0.01% 326
2020
Q3 		$3K Hold
38
– – ﹤0.01% 327
2020
Q2 		$3K Hold
38
– – ﹤0.01% 310
2020
Q1 		$3K Buy
+38
New +$3.23K ﹤0.01% 326

Other funds holding COLM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Burt Wealth Advisors's COLM Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Columbia Sportswear (COLM) in Q1 2021, closing a stake of 38 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in COLM in Q1 2020 and held it in 4 quarters. The position peaked at $3K in Q4 2020. 286 funds tracked by Wall St. Rank hold COLM as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Columbia Sportswear position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 38 Columbia Sportswear shares in Q1 2021, an estimated $3K.
  • Burt Wealth Advisors first reported a position in Columbia Sportswear in Q1 2020 and held it in 4 quarters.
  • Burt Wealth Advisors's Columbia Sportswear position peaked at $3K in Q4 2020.
  • 286 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.