Ellevest Inc’s Columbia Financial CLBK Stock Holding History

Ellevest Inc’s Portfolio CLBK Stock Details CLBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-136	Closed	-$2.49K	–	594
2023 Q1	$2.49K	Buy	+136	New	+$2.76K	﹤0.01%	1404

Other funds holding CLBK

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ellevest Inc's CLBK Position: Q2 2023 in Review

Ellevest Inc sold out of Columbia Financial (CLBK) in Q2 2023, closing a stake of 136 shares — an estimated $2.49K sold.

Ellevest Inc first reported a position in CLBK in Q1 2023 and held it in 1 quarter. The position peaked at $2.49K in Q1 2023. 94 funds tracked by Wall St. Rank hold CLBK as of Q2 2023.

Ellevest Inc reported no remaining Columbia Financial position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 136 Columbia Financial shares in Q2 2023, an estimated $2.49K.
Ellevest Inc first reported a position in Columbia Financial in Q1 2023 and held it in 1 quarter.
Ellevest Inc's Columbia Financial position peaked at $2.49K in Q1 2023.
94 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.