CAPTRUST Financial Advisors
CLBK icon

CAPTRUST Financial Advisors’s Columbia Financial CLBK Stock Holding History

CAPTRUST Financial Advisors’s Portfolio CLBK Stock Details CLBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-612
Closed -$13K – 2416
2022
Q2 		$13K Hold
612
– – ﹤0.01% 3595
2022
Q1 		$13K Sell
612
-2,856
-82% -$61K ﹤0.01% 3645
2021
Q4 		$72K Buy
3,468
+82
+2% +$1.59K ﹤0.01% 2388
2021
Q3 		$63K Sell
3,386
-1,360
-29% -$24.3K ﹤0.01% 2424
2021
Q2 		$82K Sell
4,746
-15
-0.3% -$264 ﹤0.01% 2175
2021
Q1 		$83K Buy
4,761
+385
+9% +$6.39K ﹤0.01% 2087
2020
Q4 		$68K Hold
4,376
– – ﹤0.01% 1692
2020
Q3 		$50K Hold
4,376
– – ﹤0.01% 1625
2020
Q2 		$60K Hold
4,376
– – ﹤0.01% 1552
2020
Q1 		$61K Buy
+4,376
New +$70K ﹤0.01% 1308

Other funds holding CLBK

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors's CLBK Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Columbia Financial (CLBK) in Q3 2022, closing a stake of 612 shares — an estimated $13K sold.

CAPTRUST Financial Advisors first reported a position in CLBK in Q1 2020 and held it in 10 quarters. The position peaked at $83K in Q1 2021. 107 funds tracked by Wall St. Rank hold CLBK as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Columbia Financial position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 612 Columbia Financial shares in Q3 2022, an estimated $13K.
  • CAPTRUST Financial Advisors first reported a position in Columbia Financial in Q1 2020 and held it in 10 quarters.
  • CAPTRUST Financial Advisors's Columbia Financial position peaked at $83K in Q1 2021.
  • 107 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.