CWM
COLM icon

Curi Wealth Management’s Columbia Sportswear COLM Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-107
Closed -$8K – 292
2022
Q2 		$8K Hold
107
– – ﹤0.01% 399
2022
Q1 		$9K Hold
107
– – ﹤0.01% 368
2021
Q4 		$10K Buy
+107
New +$10.6K ﹤0.01% 318
2021
Q1 		– Sell
-107
Closed -$9K – 177
2020
Q4 		$9K Buy
+107
New +$9.3K 0.01% 260

Other funds holding COLM

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Curi Wealth Management's COLM Position: Q3 2022 in Review

Curi Wealth Management sold out of Columbia Sportswear (COLM) in Q3 2022, closing a stake of 107 shares — an estimated $8K sold.

Curi Wealth Management first reported a position in COLM in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 256 funds tracked by Wall St. Rank hold COLM as of Q3 2022.

  • Curi Wealth Management reported no remaining Columbia Sportswear position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 107 Columbia Sportswear shares in Q3 2022, an estimated $8K.
  • Curi Wealth Management first reported a position in Columbia Sportswear in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Columbia Sportswear position peaked at $10K in Q4 2021.
  • 256 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.