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Cascade Investment Advisors’s Columbia Banking Systems COLB Stock Holding History

Cascade Investment 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
2023
Q2 		– Sell
-1,000
Closed -$21.4K – 128
2023
Q1 		$21.4K Buy
+1,000
New +$27.8K 0.02% 181
2021
Q4 		– Sell
-200
Closed -$7.6K – 264
2021
Q3 		$7.6K Hold
200
– – 0.01% 236
2021
Q2 		$7.71K Hold
200
– – ﹤0.01% 239
2021
Q1 		$8.62K Buy
+200
New +$8.72K 0.01% 240

Other funds holding COLB

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cascade Investment Advisors's COLB Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Columbia Banking Systems (COLB) in Q2 2023, closing a stake of 1,000 shares — an estimated $21.4K sold.

Cascade Investment Advisors first reported a position in COLB in Q1 2021 and held it in 4 quarters. The position peaked at $21.4K in Q1 2023. 354 funds tracked by Wall St. Rank hold COLB as of Q2 2023.

  • Cascade Investment Advisors reported no remaining Columbia Banking Systems position as of Q2 2023 after selling out during the quarter.
  • Cascade Investment Advisors sold 1,000 Columbia Banking Systems shares in Q2 2023, an estimated $21.4K.
  • Cascade Investment Advisors first reported a position in Columbia Banking Systems in Q1 2021 and held it in 4 quarters.
  • Cascade Investment Advisors's Columbia Banking Systems position peaked at $21.4K in Q1 2023.
  • 354 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.