Ten Capital Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History

Ten Capital 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	-963	Closed	-$20.6K	–	242
2023 Q1	$20.6K	Buy	963 +147	+18%	+$4.08K	0.01%	305
2022 Q4	$24.6K	Hold	816	–	–	0.01%	247
2022 Q3	$24K	Hold	816	–	–	0.01%	222
2022 Q2	$23K	Hold	816	–	–	0.01%	195
2022 Q1	$26K	Hold	816	–	–	0.01%	189
2021 Q4	$27K	Hold	816	–	–	0.01%	191
2021 Q3	$31K	Hold	816	–	–	0.01%	171
2021 Q2	$31K	Hold	816	–	–	0.01%	210
2021 Q1	$35K	Hold	816	–	–	0.01%	192
2020 Q4	$29K	Buy	+816	New	+$25.3K	0.01%	199

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

Ten Capital Wealth Advisors's COLB Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Columbia Banking Systems (COLB) in Q2 2023, closing a stake of 963 shares — an estimated $20.6K sold.

Ten Capital Wealth Advisors first reported a position in COLB in Q4 2020 and held it in 10 quarters. The position peaked at $35K in Q1 2021. 355 funds tracked by Wall St. Rank hold COLB as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Columbia Banking Systems position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 963 Columbia Banking Systems shares in Q2 2023, an estimated $20.6K.
Ten Capital Wealth Advisors first reported a position in Columbia Banking Systems in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Columbia Banking Systems position peaked at $35K in Q1 2021.
355 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.