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Planned Solutions’s Columbia Sportswear COLM Stock Holding History

Planned Solutions’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
Q4 		– Sell
-670
Closed -$55.7K – 213
2024
Q3 		$55.7K Buy
+670
New +$53.8K 0.02% 292
2024
Q1 		– Sell
-670
Closed -$53.3K – 182
2023
Q4 		$53.3K Buy
+670
New +$51K 0.02% 274

Other funds holding COLM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

Planned Solutions's COLM Position: Q4 2024 in Review

Planned Solutions sold out of Columbia Sportswear (COLM) in Q4 2024, closing a stake of 670 shares — an estimated $55.7K sold.

Planned Solutions first reported a position in COLM in Q4 2023 and held it in 2 quarters. The position peaked at $55.7K in Q3 2024. 304 funds tracked by Wall St. Rank hold COLM as of Q4 2024.

  • Planned Solutions reported no remaining Columbia Sportswear position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 670 Columbia Sportswear shares in Q4 2024, an estimated $55.7K.
  • Planned Solutions first reported a position in Columbia Sportswear in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Columbia Sportswear position peaked at $55.7K in Q3 2024.
  • 304 funds tracked by Wall St. Rank held Columbia Sportswear as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.