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Ropes Wealth Advisors’s Columbia Sportswear COLM Stock Holding History

Ropes 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
2021
Q1 		– Sell
-262
Closed -$23K – 356
2020
Q4 		$23K Buy
262
+87
+50% +$7.56K ﹤0.01% 467
2020
Q3 		$15K Buy
+175
New +$14.5K ﹤0.01% 479

Other funds holding COLM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ropes Wealth Advisors's COLM Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Columbia Sportswear (COLM) in Q1 2021, closing a stake of 262 shares — an estimated $23K sold.

Ropes Wealth Advisors first reported a position in COLM in Q3 2020 and held it in 2 quarters. The position peaked at $23K in Q4 2020. 286 funds tracked by Wall St. Rank hold COLM as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Columbia Sportswear position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 262 Columbia Sportswear shares in Q1 2021, an estimated $23K.
  • Ropes Wealth Advisors first reported a position in Columbia Sportswear in Q3 2020 and held it in 2 quarters.
  • Ropes Wealth Advisors's Columbia Sportswear position peaked at $23K in Q4 2020.
  • 286 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.