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Money Concepts Capital’s Columbia Sportswear COLM Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-20
Closed -$1.75K – 933
2022
Q4 		$1.75K Buy
+20
New +$1.61K ﹤0.01% 2731
2022
Q3 		– Sell
-33
Closed -$2K – 1567
2022
Q2 		$2K Sell
33
-37
-53% -$2.96K ﹤0.01% 1308
2022
Q1 		$6K Buy
+70
New +$6.47K ﹤0.01% 2112

Other funds holding COLM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Money Concepts Capital's COLM Position: Q1 2023 in Review

Money Concepts Capital sold out of Columbia Sportswear (COLM) in Q1 2023, closing a stake of 20 shares — an estimated $1.75K sold.

Money Concepts Capital first reported a position in COLM in Q1 2022 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 289 funds tracked by Wall St. Rank hold COLM as of Q1 2023.

  • Money Concepts Capital reported no remaining Columbia Sportswear position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 20 Columbia Sportswear shares in Q1 2023, an estimated $1.75K.
  • Money Concepts Capital first reported a position in Columbia Sportswear in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's Columbia Sportswear position peaked at $6K in Q1 2022.
  • 289 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.