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Sage Mountain Advisors’s Columbia Banking Systems COLB Stock Holding History

Sage Mountain 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
2024
Q4 		– Sell
-9,140
Closed -$239K – 484
2024
Q3 		$239K Buy
+9,140
New +$218K 0.02% 342

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sage Mountain Advisors's COLB Position: Q4 2024 in Review

Sage Mountain Advisors sold out of Columbia Banking Systems (COLB) in Q4 2024, closing a stake of 9,140 shares — an estimated $239K sold.

Sage Mountain Advisors first reported a position in COLB in Q3 2024 and held it in 1 quarter. The position peaked at $239K in Q3 2024. 401 funds tracked by Wall St. Rank hold COLB as of Q4 2024.

  • Sage Mountain Advisors reported no remaining Columbia Banking Systems position as of Q4 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 9,140 Columbia Banking Systems shares in Q4 2024, an estimated $239K.
  • Sage Mountain Advisors first reported a position in Columbia Banking Systems in Q3 2024 and held it in 1 quarter.
  • Sage Mountain Advisors's Columbia Banking Systems position peaked at $239K in Q3 2024.
  • 401 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q4 2024.

Based on Sage Mountain Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.