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Paces Ferry Wealth Advisors’s Columbia Financial CLBK Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio CLBK Stock Details CLBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-50
Closed -$1K – 307
2020
Q3 		$1K Buy
+50
New +$592 ﹤0.01% 792

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State Street
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Geode Capital Management
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AA
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Dimensional Fund Advisors
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Northern Trust
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Norges Bank
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Paces Ferry Wealth Advisors's CLBK Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Columbia Financial (CLBK) in Q4 2020, closing a stake of 50 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in CLBK in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 98 funds tracked by Wall St. Rank hold CLBK as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Columbia Financial position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 50 Columbia Financial shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Columbia Financial in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Columbia Financial position peaked at $1K in Q3 2020.
  • 98 funds tracked by Wall St. Rank held Columbia Financial as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.