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Newbridge Financial Services Group’s Columbia Banking Systems COLB Stock Holding History

Newbridge Financial Services Group’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
2021
Q3 		– Sell
-1,539
Closed -$59K – 1429
2021
Q2 		$59K Hold
1,539
– – 0.04% 388
2021
Q1 		$66K Buy
+1,539
New +$67.1K 0.05% 332

Other funds holding COLB

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Newbridge Financial Services Group's COLB Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Columbia Banking Systems (COLB) in Q3 2021, closing a stake of 1,539 shares — an estimated $59K sold.

Newbridge Financial Services Group first reported a position in COLB in Q1 2021 and held it in 2 quarters. The position peaked at $66K in Q1 2021. 216 funds tracked by Wall St. Rank hold COLB as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Columbia Banking Systems position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,539 Columbia Banking Systems shares in Q3 2021, an estimated $59K.
  • Newbridge Financial Services Group first reported a position in Columbia Banking Systems in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's Columbia Banking Systems position peaked at $66K in Q1 2021.
  • 216 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.