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

Merriman 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
2024 Q3	–	Sell	-12,266	Closed	-$244K	–	217
2024 Q2	$244K	Hold	12,266	–	–	0.01%	187
2024 Q1	$237K	Hold	12,266	–	–	0.01%	183
2023 Q4	$327K	Hold	12,266	–	–	0.02%	152
2023 Q3	$249K	Sell	12,266 -1,140	-9%	-$23.8K	0.01%	161
2023 Q2	$272K	Buy	+13,406	New	+$283K	0.01%	184
2021 Q1	–	Sell	-5,711	Closed	-$206K	–	190
2020 Q4	$206K	Buy	+5,711	New	+$177K	0.02%	193
2020 Q1	–	Sell	-5,711	Closed	-$232K	–	154
2019 Q4	$232K	Buy	5,711 +14	+0.2%	+$545	0.04%	163
2019 Q3	$210K	Sell	5,697 -545	-9%	-$19.5K	0.04%	160
2019 Q2	$2.27K	Hold	6,242	–	–	0.04%	165
2019 Q1	$204K	Hold	6,242	–	–	0.04%	191
2018 Q4	$233K	Buy	6,242 +57	+0.9%	+$2.13K	0.05%	143
2018 Q3	$240K	Sell	6,185 -122	-2%	-$5.06K	0.05%	155
2018 Q2	$258K	Hold	6,307	–	–	0.06%	146
2018 Q1	$265K	Buy	+6,307	New	+$274K	0.07%	159

Other funds holding COLB

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Merriman Wealth Management's COLB Position: Q3 2024 in Review

Merriman Wealth Management sold out of Columbia Banking Systems (COLB) in Q3 2024, closing a stake of 12,266 shares — an estimated $244K sold.

Merriman Wealth Management first reported a position in COLB in Q1 2018 and held it in 14 quarters. The position peaked at $327K in Q4 2023. 375 funds tracked by Wall St. Rank hold COLB as of Q3 2024.

Merriman Wealth Management reported no remaining Columbia Banking Systems position as of Q3 2024 after selling out during the quarter.
Merriman Wealth Management sold 12,266 Columbia Banking Systems shares in Q3 2024, an estimated $244K.
Merriman Wealth Management first reported a position in Columbia Banking Systems in Q1 2018 and held it in 14 quarters.
Merriman Wealth Management's Columbia Banking Systems position peaked at $327K in Q4 2023.
375 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2024.

Based on Merriman Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.