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Glassman Wealth Services’s Columbia Sportswear COLM Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-19
Closed -$1.51K – 558
2023
Q4 		$1.51K Hold
19
– – ﹤0.01% 1428
2023
Q3 		$1.41K Buy
19
+5
+36% +$372 ﹤0.01% 1447
2023
Q2 		$1.08K Sell
14
-2
-13% -$161 ﹤0.01% 1421
2023
Q1 		$1.44K Sell
16
-3
-16% -$269 ﹤0.01% 1334
2022
Q4 		$1.66K Buy
19
+2
+12% +$161 ﹤0.01% 1300
2022
Q3 		$1K Sell
17
-31
-65% -$2.27K ﹤0.01% 1361
2022
Q2 		$3K Buy
48
+37
+336% +$2.96K ﹤0.01% 1127
2022
Q1 		$1K Sell
11
-23
-68% -$2.13K ﹤0.01% 1360
2021
Q4 		$3K Buy
34
+12
+55% +$1.19K ﹤0.01% 1086
2021
Q3 		$2K Buy
22
+14
+175% +$1.41K ﹤0.01% 1147
2021
Q2 		$1K Hold
8
– – ﹤0.01% 1258
2021
Q1 		$1K Hold
8
– – ﹤0.01% 1221
2020
Q4 		$1K Hold
8
– – ﹤0.01% 1179
2020
Q3 		$1K Hold
8
– – ﹤0.01% 1123
2020
Q2 		$1K Sell
8
-5
-38% -$365 ﹤0.01% 985
2020
Q1 		$1K Buy
13
+10
+333% +$849 ﹤0.01% 833
2019
Q4 		$0 Buy
+3
New +$285 ﹤0.01% 1221

Other funds holding COLM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

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

Glassman Wealth Services sold out of Columbia Sportswear (COLM) in Q1 2024, closing a stake of 19 shares — an estimated $1.51K sold.

Glassman Wealth Services first reported a position in COLM in Q4 2019 and held it in 17 quarters. The position peaked at $3K in Q2 2022. 295 funds tracked by Wall St. Rank hold COLM as of Q1 2024.

  • Glassman Wealth Services reported no remaining Columbia Sportswear position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 19 Columbia Sportswear shares in Q1 2024, an estimated $1.51K.
  • Glassman Wealth Services first reported a position in Columbia Sportswear in Q4 2019 and held it in 17 quarters.
  • Glassman Wealth Services's Columbia Sportswear position peaked at $3K in Q2 2022.
  • 295 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2024.

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