OWA
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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 – 187
2019
Q1 		$103K Buy
+984
New +$94.9K 0.08% 174
2018
Q4 		– Sell
-2,034
Closed -$189K – 178
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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