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Kiely Wealth Advisory Group’s Columbia Sportswear COLM Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$2.42K Hold
31
– – ﹤0.01% 288
2024
Q3 		$2.59K Hold
31
– – ﹤0.01% 283
2024
Q2 		$2.54K Hold
31
– – ﹤0.01% 271
2024
Q1 		$2.4K Hold
31
– – ﹤0.01% 245
2023
Q4 		$2.48K Buy
+31
New +$2.36K ﹤0.01% 239

Other funds holding COLM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

Kiely Wealth Advisory Group's COLM Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Columbia Sportswear (COLM) position steady in Q4 2024 at 31 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Kiely Wealth Advisory Group first reported a position in COLM in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.59K in Q3 2024. 304 funds tracked by Wall St. Rank hold COLM as of Q4 2024.

  • Kiely Wealth Advisory Group held 31 shares of Columbia Sportswear worth $2.42K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Columbia Sportswear share count unchanged in Q4 2024.
  • Columbia Sportswear made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #288 holding.
  • Kiely Wealth Advisory Group first reported a position in Columbia Sportswear in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Columbia Sportswear position peaked at $2.59K in Q3 2024.
  • 304 funds tracked by Wall St. Rank held Columbia Sportswear as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.