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Concord Wealth Partners’s Columbia Banking Systems COLB Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-57
Closed -$1.16K – 856
2023
Q3 		$1.16K Hold
57
– – ﹤0.01% 930
2023
Q2 		$1.16K Hold
57
– – ﹤0.01% 935
2023
Q1 		$1.22K Buy
+57
New +$1.58K ﹤0.01% 873

Other funds holding COLB

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Concord Wealth Partners's COLB Position: Q4 2023 in Review

Concord Wealth Partners sold out of Columbia Banking Systems (COLB) in Q4 2023, closing a stake of 57 shares — an estimated $1.16K sold.

Concord Wealth Partners first reported a position in COLB in Q1 2023 and held it in 3 quarters. The position peaked at $1.22K in Q1 2023. 371 funds tracked by Wall St. Rank hold COLB as of Q4 2023.

  • Concord Wealth Partners reported no remaining Columbia Banking Systems position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 57 Columbia Banking Systems shares in Q4 2023, an estimated $1.16K.
  • Concord Wealth Partners first reported a position in Columbia Banking Systems in Q1 2023 and held it in 3 quarters.
  • Concord Wealth Partners's Columbia Banking Systems position peaked at $1.22K in Q1 2023.
  • 371 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.