PFWA
COLB icon

Paces Ferry Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-40
Closed -$1K – 325
2020
Q3 		$1K Buy
+40
New +$1.1K ﹤0.01% 796

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

Paces Ferry Wealth Advisors's COLB Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Columbia Banking Systems (COLB) in Q4 2020, closing a stake of 40 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in COLB in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 203 funds tracked by Wall St. Rank hold COLB as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Columbia Banking Systems position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 40 Columbia Banking Systems shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Columbia Banking Systems in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Columbia Banking Systems position peaked at $1K in Q3 2020.
  • 203 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q4 2020.

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