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Liberty Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Liberty Wealth Management’s Portfolio COLB Stock Details COLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-166
Closed -$5K – 868
2020
Q2 		$5K Buy
166
+1
+0.6% +$25 ﹤0.01% 591
2020
Q1 		$4K Sell
165
-9
-5% -$316 ﹤0.01% 606
2019
Q4 		$7K Buy
174
+1
+0.6% +$39 0.01% 609
2019
Q3 		$6K Sell
173
-3
-2% -$107 0.01% 603
2019
Q2 		$6K Buy
176
+1
+0.6% +$35 0.01% 617
2019
Q1 		$5K Buy
175
+2
+1% +$73 ﹤0.01% 537
2018
Q4 		$6K Buy
+173
New +$6.48K ﹤0.01% 506

Other funds holding COLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Liberty Wealth Management's COLB Position: Q3 2020 in Review

Liberty Wealth Management sold out of Columbia Banking Systems (COLB) in Q3 2020, closing a stake of 166 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in COLB in Q4 2018 and held it in 7 quarters. The position peaked at $7K in Q4 2019. 186 funds tracked by Wall St. Rank hold COLB as of Q3 2020.

  • Liberty Wealth Management reported no remaining Columbia Banking Systems position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 166 Columbia Banking Systems shares in Q3 2020, an estimated $5K.
  • Liberty Wealth Management first reported a position in Columbia Banking Systems in Q4 2018 and held it in 7 quarters.
  • Liberty Wealth Management's Columbia Banking Systems position peaked at $7K in Q4 2019.
  • 186 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.