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Capital Performance Advisors’s Columbia Banking Systems COLB Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-96
Closed -$2.51K – 703
2024
Q3 		$2.51K Buy
+96
New +$2.29K ﹤0.01% 1457

Other funds holding COLB

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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Performance Advisors's COLB Position: Q4 2024 in Review

Capital Performance Advisors sold out of Columbia Banking Systems (COLB) in Q4 2024, closing a stake of 96 shares — an estimated $2.51K sold.

Capital Performance Advisors first reported a position in COLB in Q3 2024 and held it in 1 quarter. The position peaked at $2.51K in Q3 2024. 401 funds tracked by Wall St. Rank hold COLB as of Q4 2024.

  • Capital Performance Advisors reported no remaining Columbia Banking Systems position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 96 Columbia Banking Systems shares in Q4 2024, an estimated $2.51K.
  • Capital Performance Advisors first reported a position in Columbia Banking Systems in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Columbia Banking Systems position peaked at $2.51K in Q3 2024.
  • 401 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.