TFO Wealth Partners’s Columbia Sportswear COLM Stock Holding History

TFO Wealth Partners’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
2024 Q2	–	Sell	-1	Closed	-$81	–	208
2024 Q1	$81	Sell	1 -3	-75%	-$238	﹤0.01%	670
2023 Q4	$318	Hold	4	–	–	﹤0.01%	501
2023 Q3	$309	Buy	4 +3	+300%	+$223	﹤0.01%	643
2023 Q2	$77	Hold	1	–	–	﹤0.01%	708
2023 Q1	$90	Sell	1 -2	-67%	-$179	﹤0.01%	672
2022 Q4	$90	Buy	+3	New	+$241	﹤0.01%	793

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

BTW

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

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

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

TFO Wealth Partners sold out of Columbia Sportswear (COLM) in Q2 2024, closing a stake of 1 share — an estimated $81 sold.

TFO Wealth Partners first reported a position in COLM in Q4 2022 and held it in 6 quarters. The position peaked at $318 in Q4 2023. 286 funds tracked by Wall St. Rank hold COLM as of Q2 2024.

TFO Wealth Partners reported no remaining Columbia Sportswear position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 Columbia Sportswear share in Q2 2024, an estimated $81.
TFO Wealth Partners first reported a position in Columbia Sportswear in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Columbia Sportswear position peaked at $318 in Q4 2023.
286 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2024.

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