TCI Wealth Advisors’s Columbia Sportswear COLM Stock Holding History

TCI 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 Q2	–	Sell	-5	Closed	-$452	–	632
2023 Q1	$452	Buy	5 +1	+25%	+$90	﹤0.01%	2231
2022 Q4	$350	Hold	4	–	–	﹤0.01%	2263
2022 Q3	$0	Buy	+4	New	+$293	﹤0.01%	2297
2017 Q1	–	Sell	-920	Closed	-$54K	–	1304
2016 Q4	$54K	Hold	920	–	–	0.03%	319
2016 Q3	$52K	Hold	920	–	–	0.03%	299
2016 Q2	$53K	Sell	920 -340	-27%	-$19.5K	0.03%	294
2016 Q1	$76K	Hold	1,260	–	–	0.04%	239
2015 Q4	$61K	Hold	1,260	–	–	0.03%	279
2015 Q3	$74K	Hold	1,260	–	–	0.04%	230
2015 Q2	$76K	Buy	+1,260	New	+$74.7K	0.04%	226

Other funds holding COLM

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Columbia Sportswear (COLM) in Q2 2023, closing a stake of 5 shares — an estimated $452 sold.

TCI Wealth Advisors first reported a position in COLM in Q2 2015 and held it in 10 quarters. The position peaked at $76K in Q1 2016. 291 funds tracked by Wall St. Rank hold COLM as of Q2 2023.

TCI Wealth Advisors reported no remaining Columbia Sportswear position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 5 Columbia Sportswear shares in Q2 2023, an estimated $452.
TCI Wealth Advisors first reported a position in Columbia Sportswear in Q2 2015 and held it in 10 quarters.
TCI Wealth Advisors's Columbia Sportswear position peaked at $76K in Q1 2016.
291 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2023.

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