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Carroll Financial Associates’s Columbia Sportswear COLM Stock Holding History

Carroll Financial Associates’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
Q2 		– Sell
-1,566
Closed -$165K – 1709
2021
Q1 		$165K Buy
+1,566
New +$155K 0.01% 437

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JP Morgan Chase
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Janus Henderson Group
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Victory Capital Management
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Arrowstreet Capital
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State Street
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Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Carroll Financial Associates's COLM Position: Q2 2021 in Review

Carroll Financial Associates sold out of Columbia Sportswear (COLM) in Q2 2021, closing a stake of 1,566 shares — an estimated $165K sold.

Carroll Financial Associates first reported a position in COLM in Q1 2021 and held it in 1 quarter. The position peaked at $165K in Q1 2021. 292 funds tracked by Wall St. Rank hold COLM as of Q2 2021.

  • Carroll Financial Associates reported no remaining Columbia Sportswear position as of Q2 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 1,566 Columbia Sportswear shares in Q2 2021, an estimated $165K.
  • Carroll Financial Associates first reported a position in Columbia Sportswear in Q1 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Columbia Sportswear position peaked at $165K in Q1 2021.
  • 292 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.