Commonwealth Equity Services
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Commonwealth Equity Services’s Columbia Sportswear COLM Stock Holding History

Commonwealth Equity Services’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
2023
Q3 		– Sell
-2,720
Closed -$210K – 3846
2023
Q2 		$210K Sell
2,720
-123
-4% -$9.91K ﹤0.01% 3361
2023
Q1 		$256 Buy
2,843
+355
+14% +$31.8K ﹤0.01% 3099
2022
Q4 		$217K Sell
2,488
-637
-20% -$51.3K ﹤0.01% 3146
2022
Q3 		$210K Sell
3,125
-411
-12% -$30.1K ﹤0.01% 3122
2022
Q2 		$253K Sell
3,536
-119
-3% -$9.5K ﹤0.01% 2988
2022
Q1 		$330K Buy
3,655
+73
+2% +$6.75K ﹤0.01% 2889
2021
Q4 		$349K Sell
3,582
-3
-0.1% -$299 ﹤0.01% 2836
2021
Q3 		$343K Sell
3,585
-44
-1% -$4.44K ﹤0.01% 2786
2021
Q2 		$357K Buy
3,629
+510
+16% +$53.5K ﹤0.01% 2750
2021
Q1 		$329K Sell
3,119
-100
-3% -$9.89K ﹤0.01% 2685
2020
Q4 		$281K Buy
3,219
+305
+10% +$26.5K ﹤0.01% 2638
2020
Q3 		$253K Buy
2,914
+134
+5% +$11.1K ﹤0.01% 2506
2020
Q2 		$224K Buy
+2,780
New +$203K ﹤0.01% 2500
2020
Q1 		– Sell
-3,079
Closed -$308K – 2842
2019
Q4 		$308K Hold
3,079
– – ﹤0.01% 2294
2019
Q3 		$298K Sell
3,079
-2
-0.1% -$198 ﹤0.01% 2242
2019
Q2 		$308K Buy
3,081
+3
+0.1% +$298 ﹤0.01% 2179
2019
Q1 		$320K Buy
3,078
+50
+2% +$4.82K ﹤0.01% 2104
2018
Q4 		$254K Buy
3,028
+51
+2% +$4.52K ﹤0.01% 2148
2018
Q3 		$277K Sell
2,977
-1
-0% -$91 ﹤0.01% 2235
2018
Q2 		$272K Buy
2,978
+102
+4% +$8.7K ﹤0.01% 2210
2018
Q1 		$219K Buy
+2,876
New +$216K ﹤0.01% 2327

Other funds holding COLM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Commonwealth Equity Services's COLM Position: Q3 2023 in Review

Commonwealth Equity Services sold out of Columbia Sportswear (COLM) in Q3 2023, closing a stake of 2,720 shares — an estimated $210K sold.

Commonwealth Equity Services first reported a position in COLM in Q1 2018 and held it in 21 quarters. The position peaked at $357K in Q2 2021. 274 funds tracked by Wall St. Rank hold COLM as of Q3 2023.

  • Commonwealth Equity Services reported no remaining Columbia Sportswear position as of Q3 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,720 Columbia Sportswear shares in Q3 2023, an estimated $210K.
  • Commonwealth Equity Services first reported a position in Columbia Sportswear in Q1 2018 and held it in 21 quarters.
  • Commonwealth Equity Services's Columbia Sportswear position peaked at $357K in Q2 2021.
  • 274 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2023.

Based on Commonwealth Equity Services's 13F filing for Q3 2023, filed 23 Oct 2023.