Concord Wealth Partners’s Columbia Sportswear COLM Stock Holding History

Concord Wealth Partners’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 Q4	–	Sell	-18	Closed	-$1.33K	–	857
2023 Q3	$1.33K	Hold	18	–	–	﹤0.01%	920
2023 Q2	$1.39K	Hold	18	–	–	﹤0.01%	914
2023 Q1	$1.62K	Hold	18	–	–	﹤0.01%	845
2022 Q4	$1.58K	Buy	+18	New	+$1.45K	﹤0.01%	992
2022 Q3	–	Sell	-18	Closed	-$1K	–	337
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	1108
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	1076
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	1108
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	739
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	876
2021 Q1	$2K	Buy	+18	New	+$1.78K	﹤0.01%	812

Other funds holding COLM

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Concord Wealth Partners sold out of Columbia Sportswear (COLM) in Q4 2023, closing a stake of 18 shares — an estimated $1.33K sold.

Concord Wealth Partners first reported a position in COLM in Q1 2021 and held it in 10 quarters. The position peaked at $2K in Q1 2022. 302 funds tracked by Wall St. Rank hold COLM as of Q4 2023.

Concord Wealth Partners reported no remaining Columbia Sportswear position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 18 Columbia Sportswear shares in Q4 2023, an estimated $1.33K.
Concord Wealth Partners first reported a position in Columbia Sportswear in Q1 2021 and held it in 10 quarters.
Concord Wealth Partners's Columbia Sportswear position peaked at $2K in Q1 2022.
302 funds tracked by Wall St. Rank held Columbia Sportswear as of Q4 2023.

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