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Harvest Group Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-84
Closed -$3K – 582
2019
Q4 		$3K Hold
84
– – ﹤0.01% 487
2019
Q3 		$3K Buy
84
+40
+91% +$1.43K ﹤0.01% 537
2019
Q2 		$1K Buy
+44
New +$1.56K ﹤0.01% 685

Other funds holding COLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Harvest Group Wealth Management's COLB Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Columbia Banking Systems (COLB) in Q1 2020, closing a stake of 84 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in COLB in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 197 funds tracked by Wall St. Rank hold COLB as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Columbia Banking Systems position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 84 Columbia Banking Systems shares in Q1 2020, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Columbia Banking Systems in Q2 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Columbia Banking Systems position peaked at $3K in Q4 2019.
  • 197 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.