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Moisand Fitzgerald Tamayo’s Columbia Banking Systems COLB Stock Holding History

Moisand Fitzgerald Tamayo’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
2023
Q3 		– Sell
-50
Closed -$1.01K – 779
2023
Q2 		$1.01K Hold
50
– – ﹤0.01% 653
2023
Q1 		$1.07K Buy
+50
New +$1.39K ﹤0.01% 674

Other funds holding COLB

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Moisand Fitzgerald Tamayo's COLB Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of Columbia Banking Systems (COLB) in Q3 2023, closing a stake of 50 shares — an estimated $1.01K sold.

Moisand Fitzgerald Tamayo first reported a position in COLB in Q1 2023 and held it in 2 quarters. The position peaked at $1.07K in Q1 2023. 333 funds tracked by Wall St. Rank hold COLB as of Q3 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Columbia Banking Systems position as of Q3 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 50 Columbia Banking Systems shares in Q3 2023, an estimated $1.01K.
  • Moisand Fitzgerald Tamayo first reported a position in Columbia Banking Systems in Q1 2023 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's Columbia Banking Systems position peaked at $1.07K in Q1 2023.
  • 333 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.