Modera Wealth Management’s Columbia Financial CLBK Stock Holding History

Modera Wealth Management’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
2024 Q3	–	Sell	-10,012	Closed	-$150K	–	608
2024 Q2	$150K	Hold	10,012	–	–	﹤0.01%	558
2024 Q1	$172K	Buy	+10,012	New	+$175K	﹤0.01%	551
2023 Q3	–	Sell	-10,000	Closed	-$173K	–	554
2023 Q2	$173K	Hold	10,000	–	–	﹤0.01%	537
2023 Q1	$183K	Hold	10,000	–	–	0.01%	343
2022 Q4	$216K	Hold	10,000	–	–	0.01%	324
2022 Q3	$211K	Hold	10,000	–	–	0.01%	297
2022 Q2	$218K	Sell	10,000 -11	-0.1%	-$230	0.01%	306
2022 Q1	$215K	Sell	10,011 -1,788	-15%	-$38.2K	0.01%	334
2021 Q4	$246K	Buy	11,799 +1,799	+18%	+$34.9K	0.01%	492
2021 Q3	$185K	Hold	10,000	–	–	0.01%	267
2021 Q2	$172K	Hold	10,000	–	–	0.01%	238
2021 Q1	$175K	Hold	10,000	–	–	0.01%	224
2020 Q4	$156K	Hold	10,000	–	–	0.01%	231
2020 Q3	$111K	Buy	+10,000	New	+$118K	0.02%	160

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

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

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

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

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

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

Modera Wealth Management's CLBK Position: Q3 2024 in Review

Modera Wealth Management sold out of Columbia Financial (CLBK) in Q3 2024, closing a stake of 10,012 shares — an estimated $150K sold.

Modera Wealth Management first reported a position in CLBK in Q3 2020 and held it in 14 quarters. The position peaked at $246K in Q4 2021. 103 funds tracked by Wall St. Rank hold CLBK as of Q3 2024.

Modera Wealth Management reported no remaining Columbia Financial position as of Q3 2024 after selling out during the quarter.
Modera Wealth Management sold 10,012 Columbia Financial shares in Q3 2024, an estimated $150K.
Modera Wealth Management first reported a position in Columbia Financial in Q3 2020 and held it in 14 quarters.
Modera Wealth Management's Columbia Financial position peaked at $246K in Q4 2021.
103 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2024.

Based on Modera Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.