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Sutton Wealth Advisors’s Columbia Sportswear COLM Stock Holding History

Sutton 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
2023
Q1 		– Sell
-6
Closed -$525 – 973
2022
Q4 		$525 Hold
6
– – ﹤0.01% 1479
2022
Q3 		$404 Buy
+6
New +$440 ﹤0.01% 1491
2022
Q2 		– Sell
-10
Closed -$905 – 1653
2022
Q1 		$905 Buy
10
+7
+233% +$648 ﹤0.01% 1368
2021
Q4 		$292 Buy
+3
New +$299 ﹤0.01% 1602

Other funds holding COLM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Columbia Sportswear (COLM) in Q1 2023, closing a stake of 6 shares — an estimated $525 sold.

Sutton Wealth Advisors first reported a position in COLM in Q4 2021 and held it in 4 quarters. The position peaked at $905 in Q1 2022. 289 funds tracked by Wall St. Rank hold COLM as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Columbia Sportswear position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 6 Columbia Sportswear shares in Q1 2023, an estimated $525.
  • Sutton Wealth Advisors first reported a position in Columbia Sportswear in Q4 2021 and held it in 4 quarters.
  • Sutton Wealth Advisors's Columbia Sportswear position peaked at $905 in Q1 2022.
  • 289 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2023.

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