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Prospera Financial Services’s Columbia Banking Systems COLB Stock Holding History

Prospera Financial Services’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
2024
Q1 		– Sell
-11,307
Closed -$302K – 1103
2023
Q4 		$302K Sell
11,307
-19,111
-63% -$425K 0.01% 846
2023
Q3 		$617K Buy
30,418
+12,507
+70% +$261K 0.02% 547
2023
Q2 		$363K Buy
+17,911
New +$378K 0.01% 713
2022
Q2 		– Sell
-4,000
Closed -$129K – 1789
2022
Q1 		$129K Buy
+4,000
New +$140K 0.01% 1028

Other funds holding COLB

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prospera Financial Services's COLB Position: Q1 2024 in Review

Prospera Financial Services sold out of Columbia Banking Systems (COLB) in Q1 2024, closing a stake of 11,307 shares — an estimated $302K sold.

Prospera Financial Services first reported a position in COLB in Q1 2022 and held it in 4 quarters. The position peaked at $617K in Q3 2023. 355 funds tracked by Wall St. Rank hold COLB as of Q1 2024.

  • Prospera Financial Services reported no remaining Columbia Banking Systems position as of Q1 2024 after selling out during the quarter.
  • Prospera Financial Services sold 11,307 Columbia Banking Systems shares in Q1 2024, an estimated $302K.
  • Prospera Financial Services first reported a position in Columbia Banking Systems in Q1 2022 and held it in 4 quarters.
  • Prospera Financial Services's Columbia Banking Systems position peaked at $617K in Q3 2023.
  • 355 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2024.

Based on Prospera Financial Services's 13F filing for Q1 2024, filed 13 Aug 2024.