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Sutton Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-1,048
Closed -$31.6K – 971
2022
Q4 		$31.6K Hold
1,048
– – 0.01% 534
2022
Q3 		$30.3K Sell
1,048
-4
-0.4% -$121 0.01% 525
2022
Q2 		$30.1K Sell
1,052
-313
-23% -$9.22K 0.01% 528
2022
Q1 		$44K Buy
1,365
+176
+15% +$6.17K 0.02% 440
2021
Q4 		$38.9K Buy
1,189
+18
+2% +$624 0.01% 495
2021
Q3 		$44.5K Buy
1,171
+368
+46% +$13.1K 0.02% 426
2021
Q2 		$31K Hold
803
– – 0.01% 562
2021
Q1 		$34.6K Hold
803
– – 0.01% 505
2020
Q4 		$28.8K Hold
803
– – 0.01% 508
2020
Q3 		$19.2K Buy
803
+157
+24% +$4.33K 0.01% 557
2020
Q2 		$18.3K Buy
646
+481
+292% +$12.3K 0.01% 558
2020
Q1 		$4.42K Sell
165
-717
-81% -$25.2K ﹤0.01% 847
2019
Q4 		$35.9K Hold
882
– – 0.02% 409
2019
Q3 		$32.5K Buy
882
+719
+441% +$25.7K 0.02% 425
2019
Q2 		$5.9K Sell
163
-13
-7% -$460 ﹤0.01% 899
2019
Q1 		$5.75K Sell
176
-1,014
-85% -$36.8K ﹤0.01% 908
2018
Q4 		$43.2K Buy
1,190
+1,016
+584% +$38K 0.03% 298
2018
Q3 		$6.75K Sell
174
-465
-73% -$19.3K ﹤0.01% 855
2018
Q2 		$26.1K Hold
639
– – 0.02% 498
2018
Q1 		$26.8K Hold
639
– – 0.02% 457
2017
Q4 		$27.8K Buy
639
+465
+267% +$20.3K 0.02% 443
2017
Q3 		$7.33K Sell
174
-30
-15% -$1.16K 0.01% 822
2017
Q2 		$8.13K Buy
204
+40
+24% +$1.56K 0.01% 794
2017
Q1 		$6.39K Sell
164
-64
-28% -$2.58K 0.01% 814
2016
Q4 		$10.2K Buy
228
+76
+50% +$2.87K 0.01% 691
2016
Q3 		$4.97K Hold
152
– – ﹤0.01% 815
2016
Q2 		$4.26K Sell
152
-1,068
-88% -$31.3K ﹤0.01% 815
2016
Q1 		$36.5K Buy
+1,220
New +$35.8K 0.03% 300

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sutton Wealth Advisors's COLB Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Columbia Banking Systems (COLB) in Q1 2023, closing a stake of 1,048 shares — an estimated $31.6K sold.

Sutton Wealth Advisors first reported a position in COLB in Q1 2016 and held it in 28 quarters. The position peaked at $44.5K in Q3 2021. 377 funds tracked by Wall St. Rank hold COLB as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Columbia Banking Systems position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,048 Columbia Banking Systems shares in Q1 2023, an estimated $31.6K.
  • Sutton Wealth Advisors first reported a position in Columbia Banking Systems in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Columbia Banking Systems position peaked at $44.5K in Q3 2021.
  • 377 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.