Clearview Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History

Clearview Wealth 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 Q3	–	Sell	-278	Closed	-$5.63K	–	212
2023 Q2	$5.63K	Sell	278 -124	-31%	-$2.62K	0.01%	414
2023 Q1	$8.62K	Buy	402 +391	+3,555%	+$10.9K	0.01%	386
2022 Q4	$345	Hold	11	–	–	﹤0.01%	574
2022 Q3	$0	Hold	11	–	–	﹤0.01%	585
2022 Q2	$0	Hold	11	–	–	﹤0.01%	591
2022 Q1	$0	Hold	11	–	–	﹤0.01%	627
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	624
2021 Q3	$0	Buy	11 +1	+10%	+$36	﹤0.01%	659
2021 Q2	$0	Hold	10	–	–	﹤0.01%	651
2021 Q1	$0	Hold	10	–	–	﹤0.01%	618
2020 Q4	$0	Buy	+10	New	+$310	﹤0.01%	571

Other funds holding COLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clearview Wealth Advisors's COLB Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Columbia Banking Systems (COLB) in Q3 2023, closing a stake of 278 shares — an estimated $5.63K sold.

Clearview Wealth Advisors first reported a position in COLB in Q4 2020 and held it in 11 quarters. The position peaked at $8.62K in Q1 2023. 333 funds tracked by Wall St. Rank hold COLB as of Q3 2023.

Clearview Wealth Advisors reported no remaining Columbia Banking Systems position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 278 Columbia Banking Systems shares in Q3 2023, an estimated $5.63K.
Clearview Wealth Advisors first reported a position in Columbia Banking Systems in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Columbia Banking Systems position peaked at $8.62K in Q1 2023.
333 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.