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Gradient Investments’s Columbia Banking Systems COLB Stock Holding History

Gradient Investments’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
2024
Q2 		– Sell
-19
Closed -$368 – 1400
2024
Q1 		$368 Sell
19
-19
-50% -$391 ﹤0.01% 1060
2023
Q4 		$1.01K Hold
38
– – ﹤0.01% 1416
2023
Q3 		$771 Buy
38
+19
+100% +$396 ﹤0.01% 1453
2023
Q2 		$385 Buy
+19
New +$401 ﹤0.01% 1570
2018
Q4 		– Sell
-51
Closed -$2K – 945
2018
Q3 		$2K Buy
+51
New +$2.12K ﹤0.01% 821

Other funds holding COLB

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gradient Investments's COLB Position: Q2 2024 in Review

Gradient Investments sold out of Columbia Banking Systems (COLB) in Q2 2024, closing a stake of 19 shares — an estimated $368 sold.

Gradient Investments first reported a position in COLB in Q3 2018 and held it in 5 quarters. The position peaked at $2K in Q3 2018. 361 funds tracked by Wall St. Rank hold COLB as of Q2 2024.

  • Gradient Investments reported no remaining Columbia Banking Systems position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 19 Columbia Banking Systems shares in Q2 2024, an estimated $368.
  • Gradient Investments first reported a position in Columbia Banking Systems in Q3 2018 and held it in 5 quarters.
  • Gradient Investments's Columbia Banking Systems position peaked at $2K in Q3 2018.
  • 361 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.