HWA
COLM icon

Heritage Wealth Advisors’s Columbia Sportswear COLM Stock Holding History

Heritage Wealth Advisors’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
2021
Q3 		– Sell
-302
Closed -$29.7K – 544
2021
Q2 		$29.7K Hold
302
– – ﹤0.01% 374
2021
Q1 		$31.9K Hold
302
– – ﹤0.01% 376
2020
Q4 		$26K Buy
+302
New +$26.2K ﹤0.01% 383

Other funds holding COLM

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Heritage Wealth Advisors's COLM Position: Q3 2021 in Review

Heritage Wealth Advisors sold out of Columbia Sportswear (COLM) in Q3 2021, closing a stake of 302 shares — an estimated $29.7K sold.

Heritage Wealth Advisors first reported a position in COLM in Q4 2020 and held it in 3 quarters. The position peaked at $31.9K in Q1 2021. 276 funds tracked by Wall St. Rank hold COLM as of Q3 2021.

  • Heritage Wealth Advisors reported no remaining Columbia Sportswear position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 302 Columbia Sportswear shares in Q3 2021, an estimated $29.7K.
  • Heritage Wealth Advisors first reported a position in Columbia Sportswear in Q4 2020 and held it in 3 quarters.
  • Heritage Wealth Advisors's Columbia Sportswear position peaked at $31.9K in Q1 2021.
  • 276 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2021.

Based on Heritage Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.