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TCI Wealth Advisors’s Columbia Financial CLBK Stock Holding History

TCI Wealth Advisors’s Portfolio CLBK Stock Details CLBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5
Closed -$92 – 589
2023
Q1 		$92 Sell
5
-2
-29% -$41 ﹤0.01% 2404
2022
Q4 		$151 Hold
7
– – ﹤0.01% 2366
2022
Q3 		$0 Buy
+7
New +$151 ﹤0.01% 2286

Other funds holding CLBK

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TCI Wealth Advisors's CLBK Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Columbia Financial (CLBK) in Q2 2023, closing a stake of 5 shares — an estimated $92 sold.

TCI Wealth Advisors first reported a position in CLBK in Q3 2022 and held it in 3 quarters. The position peaked at $151 in Q4 2022. 94 funds tracked by Wall St. Rank hold CLBK as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Columbia Financial position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 5 Columbia Financial shares in Q2 2023, an estimated $92.
  • TCI Wealth Advisors first reported a position in Columbia Financial in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Columbia Financial position peaked at $151 in Q4 2022.
  • 94 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.