TrueWealth LLC’s Columbia Sportswear COLM Stock Holding History

TrueWealth LLC’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
2020 Q2	$2K	Sell	20 -10	-33%	-$729	﹤0.01%	631
2020 Q1	$2K	Hold	30	–	–	﹤0.01%	639
2019 Q4	$3K	Hold	30	–	–	﹤0.01%	631
2019 Q3	$3K	Hold	30	–	–	﹤0.01%	602
2019 Q2	$3K	Hold	30	–	–	﹤0.01%	611
2019 Q1	$3K	Hold	30	–	–	﹤0.01%	626
2018 Q4	$3K	Hold	30	–	–	﹤0.01%	613
2018 Q3	$3K	Hold	30	–	–	﹤0.01%	672
2018 Q2	$3K	Hold	30	–	–	﹤0.01%	683
2018 Q1	$2K	Hold	30	–	–	﹤0.01%	690
2017 Q4	$2K	Buy	+30	New	+$1.97K	﹤0.01%	793

Other funds holding COLM

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TrueWealth LLC's COLM Position: Q2 2020 in Review

TrueWealth LLC reduced its Columbia Sportswear (COLM) stake by 33% in Q2 2020, selling an estimated $729 and leaving 20 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

TrueWealth LLC first reported a position in COLM in Q4 2017 and has held it in 11 quarters since. The position peaked at $3K in Q4 2019. 250 funds tracked by Wall St. Rank hold COLM as of Q2 2020.

TrueWealth LLC held 20 shares of Columbia Sportswear worth $2K as of Q2 2020.
TrueWealth LLC sold 10 Columbia Sportswear shares in Q2 2020, an estimated $729.
Columbia Sportswear made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #631 holding.
TrueWealth LLC first reported a position in Columbia Sportswear in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Columbia Sportswear position peaked at $3K in Q4 2019.
250 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.