HighTower Advisors
CLBK icon

HighTower Advisors’s Columbia Financial CLBK Stock Holding History

HighTower Advisors’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
Q3 		– Sell
-10,546
Closed -$158K – 3781
2024
Q2 		$158K Sell
10,546
-71
-0.7% -$1.1K ﹤0.01% 3091
2024
Q1 		$183K Buy
10,617
+8
+0.1% +$140 ﹤0.01% 3012
2023
Q4 		$204K Buy
10,609
+222
+2% +$3.8K ﹤0.01% 2993
2023
Q3 		$164K Hold
10,387
– – ﹤0.01% 2979
2023
Q2 		$180K Buy
+10,387
New +$180K ﹤0.01% 2903

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors's CLBK Position: Q3 2024 in Review

HighTower Advisors sold out of Columbia Financial (CLBK) in Q3 2024, closing a stake of 10,546 shares — an estimated $158K sold.

HighTower Advisors first reported a position in CLBK in Q2 2023 and held it in 5 quarters. The position peaked at $204K in Q4 2023. 103 funds tracked by Wall St. Rank hold CLBK as of Q3 2024.

  • HighTower Advisors reported no remaining Columbia Financial position as of Q3 2024 after selling out during the quarter.
  • HighTower Advisors sold 10,546 Columbia Financial shares in Q3 2024, an estimated $158K.
  • HighTower Advisors first reported a position in Columbia Financial in Q2 2023 and held it in 5 quarters.
  • HighTower Advisors's Columbia Financial position peaked at $204K in Q4 2023.
  • 103 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2024.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.