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Glassman Wealth Services’s Columbia Financial CLBK Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-40
Closed -$771 – 525
2023
Q4 		$771 Hold
40
– – ﹤0.01% 1612
2023
Q3 		$628 Hold
40
– – ﹤0.01% 1685
2023
Q2 		$692 Hold
40
– – ﹤0.01% 1566
2023
Q1 		$731 Buy
+40
New +$811 ﹤0.01% 1534
2022
Q1 		– Sell
-40
Closed -$1K – 1677
2021
Q4 		$1K Buy
+40
New +$776 ﹤0.01% 1332

Other funds holding CLBK

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Glassman Wealth Services's CLBK Position: Q1 2024 in Review

Glassman Wealth Services sold out of Columbia Financial (CLBK) in Q1 2024, closing a stake of 40 shares — an estimated $771 sold.

Glassman Wealth Services first reported a position in CLBK in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 94 funds tracked by Wall St. Rank hold CLBK as of Q1 2024.

  • Glassman Wealth Services reported no remaining Columbia Financial position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 40 Columbia Financial shares in Q1 2024, an estimated $771.
  • Glassman Wealth Services first reported a position in Columbia Financial in Q4 2021 and held it in 5 quarters.
  • Glassman Wealth Services's Columbia Financial position peaked at $1K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.