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Fortitude Advisory Group’s Columbia Banking Systems COLB Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-1,171
Closed -$37K – 423
2022
Q1 		$37K Hold
1,171
– – 0.02% 632
2021
Q4 		$39K Buy
+1,171
New +$40.6K 0.02% 613

Other funds holding COLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fortitude Advisory Group's COLB Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Columbia Banking Systems (COLB) in Q2 2022, closing a stake of 1,171 shares — an estimated $37K sold.

Fortitude Advisory Group first reported a position in COLB in Q4 2021 and held it in 2 quarters. The position peaked at $39K in Q4 2021. 253 funds tracked by Wall St. Rank hold COLB as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Columbia Banking Systems position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,171 Columbia Banking Systems shares in Q2 2022, an estimated $37K.
  • Fortitude Advisory Group first reported a position in Columbia Banking Systems in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Columbia Banking Systems position peaked at $39K in Q4 2021.
  • 253 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.