Janiczek Wealth Management’s Columbia Sportswear COLM Stock Holding History

Janiczek Wealth Management’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 Q2	$164K	Buy	2,075 +1,748	+535%	+$141K	0.03%	215
2024 Q1	$26.5K	Buy	+327	New	+$26K	0.01%	524
2023 Q4	–	Sell	-27	Closed	-$2K	–	1137
2023 Q3	$2K	Hold	27	–	–	﹤0.01%	835
2023 Q2	$2.09K	Hold	27	–	–	﹤0.01%	766
2023 Q1	$2.37K	Hold	27	–	–	﹤0.01%	750
2022 Q4	$2.48K	Hold	27	–	–	﹤0.01%	743
2022 Q3	$2K	Buy	+27	New	+$1.98K	﹤0.01%	752

Other funds holding COLM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janiczek Wealth Management's COLM Position: Q2 2024 in Review

Janiczek Wealth Management increased its Columbia Sportswear (COLM) stake by 535% in Q2 2024, buying an estimated $141K and bringing the position to 2,075 shares worth $164K. The position accounts for 0.03% of the portfolio, ranked #215.

Janiczek Wealth Management first reported a position in COLM in Q3 2022 and has held it in 7 quarters since. 286 funds tracked by Wall St. Rank hold COLM as of Q2 2024.

Janiczek Wealth Management held 2,075 shares of Columbia Sportswear worth $164K as of Q2 2024.
Janiczek Wealth Management bought 1,748 Columbia Sportswear shares in Q2 2024, an estimated $141K.
Columbia Sportswear made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #215 holding.
Janiczek Wealth Management first reported a position in Columbia Sportswear in Q3 2022 and has held it in 7 quarters since.
286 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.