One Wealth Advisors’s Columbia Sportswear COLM Stock Holding History

One Wealth Advisors’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	-1,846	Closed	-$162K	–	277
2022 Q4	$162K	Buy	+1,846	New	+$149K	0.04%	224
2019 Q2	–	Sell	-984	Closed	-$103K	–	186
2019 Q1	$103K	Buy	+984	New	+$94.9K	0.08%	174
2018 Q4	–	Sell	-2,034	Closed	-$189K	–	177
2018 Q3	$189K	Sell	2,034 -104	-5%	-$9.45K	0.14%	131
2018 Q2	$196K	Sell	2,138 -8	-0.4%	-$682	0.16%	128
2018 Q1	$164K	Sell	2,146 -268	-11%	-$20.2K	0.14%	140
2017 Q4	$174K	Buy	+2,414	New	+$158K	0.14%	136

Other funds holding COLM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

One Wealth Advisors's COLM Position: Q1 2023 in Review

One Wealth Advisors sold out of Columbia Sportswear (COLM) in Q1 2023, closing a stake of 1,846 shares — an estimated $162K sold.

One Wealth Advisors first reported a position in COLM in Q4 2017 and held it in 6 quarters. The position peaked at $196K in Q2 2018. 289 funds tracked by Wall St. Rank hold COLM as of Q1 2023.

One Wealth Advisors reported no remaining Columbia Sportswear position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 1,846 Columbia Sportswear shares in Q1 2023, an estimated $162K.
One Wealth Advisors first reported a position in Columbia Sportswear in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Columbia Sportswear position peaked at $196K in Q2 2018.
289 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.