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Total Clarity Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Total Clarity Wealth Management’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
2020
Q1 		– Sell
-370
Closed -$15K – 183
2019
Q4 		$15K Buy
+370
New +$14.4K 0.01% 433

Other funds holding COLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Total Clarity Wealth Management's COLB Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of Columbia Banking Systems (COLB) in Q1 2020, closing a stake of 370 shares — an estimated $15K sold.

Total Clarity Wealth Management first reported a position in COLB in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 199 funds tracked by Wall St. Rank hold COLB as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining Columbia Banking Systems position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 370 Columbia Banking Systems shares in Q1 2020, an estimated $15K.
  • Total Clarity Wealth Management first reported a position in Columbia Banking Systems in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's Columbia Banking Systems position peaked at $15K in Q4 2019.
  • 199 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.