LWM
COLM icon

Liberty Wealth Management’s Columbia Sportswear COLM Stock Holding History

Liberty 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
2020
Q1 		– Sell
-205
Closed -$20K – 899
2019
Q4 		$20K Buy
205
+1
+0.5% +$95 0.02% 413
2019
Q3 		$20K Hold
204
– – 0.02% 394
2019
Q2 		$20K Buy
204
+1
+0.5% +$99 0.02% 406
2019
Q1 		$21K Hold
203
– – 0.02% 339
2018
Q4 		$17K Buy
+203
New +$18K 0.01% 350

Other funds holding COLM

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Liberty Wealth Management's COLM Position: Q1 2020 in Review

Liberty Wealth Management sold out of Columbia Sportswear (COLM) in Q1 2020, closing a stake of 205 shares — an estimated $20K sold.

Liberty Wealth Management first reported a position in COLM in Q4 2018 and held it in 5 quarters. The position peaked at $21K in Q1 2019. 253 funds tracked by Wall St. Rank hold COLM as of Q1 2020.

  • Liberty Wealth Management reported no remaining Columbia Sportswear position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 205 Columbia Sportswear shares in Q1 2020, an estimated $20K.
  • Liberty Wealth Management first reported a position in Columbia Sportswear in Q4 2018 and held it in 5 quarters.
  • Liberty Wealth Management's Columbia Sportswear position peaked at $21K in Q1 2019.
  • 253 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.