Kestra Private Wealth Services’s Columbia Financial CLBK Stock Holding History

Kestra Private Wealth Services’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
2023 Q1	–	Sell	-9,375	Closed	-$203K	–	1065
2022 Q4	$203K	Buy	+9,375	New	+$201K	0.01%	801
2022 Q3	–	Sell	-9,375	Closed	-$204K	–	916
2022 Q2	$204K	Hold	9,375	–	–	0.01%	795
2022 Q1	$202K	Buy	+9,375	New	+$200K	0.01%	887
2021 Q1	–	Sell	-18,750	Closed	-$292K	–	810
2020 Q4	$292K	Hold	18,750	–	–	0.02%	569
2020 Q3	$208K	Buy	+18,750	New	+$222K	0.02%	592

Other funds holding CLBK

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Kestra Private Wealth Services's CLBK Position: Q1 2023 in Review

Kestra Private Wealth Services sold out of Columbia Financial (CLBK) in Q1 2023, closing a stake of 9,375 shares — an estimated $203K sold.

Kestra Private Wealth Services first reported a position in CLBK in Q3 2020 and held it in 5 quarters. The position peaked at $292K in Q4 2020. 101 funds tracked by Wall St. Rank hold CLBK as of Q1 2023.

Kestra Private Wealth Services reported no remaining Columbia Financial position as of Q1 2023 after selling out during the quarter.
Kestra Private Wealth Services sold 9,375 Columbia Financial shares in Q1 2023, an estimated $203K.
Kestra Private Wealth Services first reported a position in Columbia Financial in Q3 2020 and held it in 5 quarters.
Kestra Private Wealth Services's Columbia Financial position peaked at $292K in Q4 2020.
101 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2023.

Based on Kestra Private Wealth Services's 13F filing for Q1 2023, filed 12 May 2023.