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Traverso Chambers Private Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Traverso Chambers Private 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
2023
Q2 		– Sell
-22,996
Closed -$493K – 117
2023
Q1 		$493K Buy
+22,996
New +$639K 0.14% 73

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Traverso Chambers Private Wealth Management's COLB Position: Q2 2023 in Review

Traverso Chambers Private Wealth Management sold out of Columbia Banking Systems (COLB) in Q2 2023, closing a stake of 22,996 shares — an estimated $493K sold.

Traverso Chambers Private Wealth Management first reported a position in COLB in Q1 2023 and held it in 1 quarter. The position peaked at $493K in Q1 2023. 354 funds tracked by Wall St. Rank hold COLB as of Q2 2023.

  • Traverso Chambers Private Wealth Management reported no remaining Columbia Banking Systems position as of Q2 2023 after selling out during the quarter.
  • Traverso Chambers Private Wealth Management sold 22,996 Columbia Banking Systems shares in Q2 2023, an estimated $493K.
  • Traverso Chambers Private Wealth Management first reported a position in Columbia Banking Systems in Q1 2023 and held it in 1 quarter.
  • Traverso Chambers Private Wealth Management's Columbia Banking Systems position peaked at $493K in Q1 2023.
  • 354 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.