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

TCI 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 Q2	–	Sell	-460	Closed	-$9.85K	–	630
2023 Q1	$9.85K	Buy	460 +92	+25%	+$2.56K	﹤0.01%	1097
2022 Q4	$11.1K	Buy	368 +1	+0.3%	+$32	﹤0.01%	1008
2022 Q3	$11K	Buy	367 +5	+1%	+$151	﹤0.01%	954
2022 Q2	$10K	Buy	362 +42	+13%	+$1.24K	﹤0.01%	995
2022 Q1	$10K	Hold	320	–	–	﹤0.01%	1082
2021 Q4	$10K	Buy	320 +191	+148%	+$6.62K	﹤0.01%	1147
2021 Q3	$5K	Hold	129	–	–	﹤0.01%	1560
2021 Q2	$5K	Sell	129 -65	-34%	-$2.76K	﹤0.01%	1415
2021 Q1	$8K	Buy	194 +65	+50%	+$2.83K	﹤0.01%	970
2020 Q4	$5K	Hold	129	–	–	﹤0.01%	856
2020 Q3	$3K	Buy	+129	New	+$3.56K	﹤0.01%	928

Other funds holding COLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Columbia Banking Systems (COLB) in Q2 2023, closing a stake of 460 shares — an estimated $9.85K sold.

TCI Wealth Advisors first reported a position in COLB in Q3 2020 and held it in 11 quarters. The position peaked at $11.1K in Q4 2022. 354 funds tracked by Wall St. Rank hold COLB as of Q2 2023.

TCI Wealth Advisors reported no remaining Columbia Banking Systems position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 460 Columbia Banking Systems shares in Q2 2023, an estimated $9.85K.
TCI Wealth Advisors first reported a position in Columbia Banking Systems in Q3 2020 and held it in 11 quarters.
TCI Wealth Advisors's Columbia Banking Systems position peaked at $11.1K in Q4 2022.
354 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2023.

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