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Pacific Capital Wealth Advisors’s Columbia Sportswear COLM Stock Holding History

Pacific Capital 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
2024
Q2 		– Sell
-27
Closed -$2.19K – 577
2024
Q1 		$2.19K Buy
+27
New +$2.15K ﹤0.01% 428

Other funds holding COLM

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pacific Capital Wealth Advisors's COLM Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Columbia Sportswear (COLM) in Q2 2024, closing a stake of 27 shares — an estimated $2.19K sold.

Pacific Capital Wealth Advisors first reported a position in COLM in Q1 2024 and held it in 1 quarter. The position peaked at $2.19K in Q1 2024. 286 funds tracked by Wall St. Rank hold COLM as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Columbia Sportswear position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 27 Columbia Sportswear shares in Q2 2024, an estimated $2.19K.
  • Pacific Capital Wealth Advisors first reported a position in Columbia Sportswear in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Columbia Sportswear position peaked at $2.19K in Q1 2024.
  • 286 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.