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Capital Asset Advisory Services’s Columbia Banking Systems COLB Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-52
Closed -$2K – 824
2020
Q4 		$2K Buy
+52
New +$1.61K ﹤0.01% 1425

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State Street
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Asset Advisory Services's COLB Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Columbia Banking Systems (COLB) in Q1 2021, closing a stake of 52 shares — an estimated $2K sold.

Capital Asset Advisory Services first reported a position in COLB in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 218 funds tracked by Wall St. Rank hold COLB as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Columbia Banking Systems position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 52 Columbia Banking Systems shares in Q1 2021, an estimated $2K.
  • Capital Asset Advisory Services first reported a position in Columbia Banking Systems in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Columbia Banking Systems position peaked at $2K in Q4 2020.
  • 218 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.