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Tiedemann Advisors’s Columbia Banking Systems COLB Stock Holding History

Tiedemann 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
Q3 		$583K Buy
28,711
+251
+0.9% +$5.24K 0.03% 158
2023
Q2 		$577K Buy
28,460
+225
+0.8% +$4.75K 0.02% 150
2023
Q1 		$605K Buy
+28,235
New +$784K 0.03% 140

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tiedemann Advisors's COLB Position: Q3 2023 in Review

Tiedemann Advisors increased its Columbia Banking Systems (COLB) stake by 0.88% in Q3 2023, buying an estimated $5.24K and bringing the position to 28,711 shares worth $583K. The position accounts for 0.03% of the portfolio, ranked #158.

Tiedemann Advisors first reported a position in COLB in Q1 2023 and has held it in 3 quarters since. The position peaked at $605K in Q1 2023. 333 funds tracked by Wall St. Rank hold COLB as of Q3 2023.

  • Tiedemann Advisors held 28,711 shares of Columbia Banking Systems worth $583K as of Q3 2023.
  • Tiedemann Advisors bought 251 Columbia Banking Systems shares in Q3 2023, an estimated $5.24K.
  • Columbia Banking Systems made up 0.03% of Tiedemann Advisors's portfolio in Q3 2023, its #158 holding.
  • Tiedemann Advisors first reported a position in Columbia Banking Systems in Q1 2023 and has held it in 3 quarters since.
  • Tiedemann Advisors's Columbia Banking Systems position peaked at $605K in Q1 2023.
  • 333 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.