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CFS Investment Advisory Services’s Columbia Financial CLBK Stock Holding History

CFS Investment Advisory Services’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
Q2 		– Sell
-56,700
Closed -$3K – 267
2022
Q1 		$3K Buy
+56,700
New +$1.21M 0.01% 232

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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

CFS Investment Advisory Services's CLBK Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of Columbia Financial (CLBK) in Q2 2022, closing a stake of 56,700 shares — an estimated $3K sold.

CFS Investment Advisory Services first reported a position in CLBK in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 107 funds tracked by Wall St. Rank hold CLBK as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining Columbia Financial position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 56,700 Columbia Financial shares in Q2 2022, an estimated $3K.
  • CFS Investment Advisory Services first reported a position in Columbia Financial in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Columbia Financial position peaked at $3K in Q1 2022.
  • 107 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.