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TFO Wealth Partners’s Columbia Banking Systems COLB Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-8
Closed -$155 – 207
2024
Q1 		$155 Hold
8
– – ﹤0.01% 551
2023
Q4 		$213 Sell
8
-9
-53% -$200 ﹤0.01% 624
2023
Q3 		$345 Buy
17
+9
+113% +$188 ﹤0.01% 595
2023
Q2 		$162 Hold
8
– – ﹤0.01% 566
2023
Q1 		$171 Sell
8
-118
-94% -$3.28K ﹤0.01% 515
2022
Q4 		$4.04K Buy
+126
New +$4K ﹤0.01% 188

Other funds holding COLB

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TFO Wealth Partners's COLB Position: Q2 2024 in Review

TFO Wealth Partners sold out of Columbia Banking Systems (COLB) in Q2 2024, closing a stake of 8 shares — an estimated $155 sold.

TFO Wealth Partners first reported a position in COLB in Q4 2022 and held it in 6 quarters. The position peaked at $4.04K in Q4 2022. 361 funds tracked by Wall St. Rank hold COLB as of Q2 2024.

  • TFO Wealth Partners reported no remaining Columbia Banking Systems position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 8 Columbia Banking Systems shares in Q2 2024, an estimated $155.
  • TFO Wealth Partners first reported a position in Columbia Banking Systems in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Columbia Banking Systems position peaked at $4.04K in Q4 2022.
  • 361 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.