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Turtle Creek Wealth Advisors’s Columbia Sportswear COLM Stock Holding History

Turtle Creek Wealth Advisors’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
Q1 		– Sell
-26
Closed -$2.07K – 324
2023
Q4 		$2.07K Buy
+26
New +$1.98K ﹤0.01% 783

Other funds holding COLM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

Turtle Creek Wealth Advisors's COLM Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Columbia Sportswear (COLM) in Q1 2024, closing a stake of 26 shares — an estimated $2.07K sold.

Turtle Creek Wealth Advisors first reported a position in COLM in Q4 2023 and held it in 1 quarter. The position peaked at $2.07K in Q4 2023. 295 funds tracked by Wall St. Rank hold COLM as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Columbia Sportswear position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 26 Columbia Sportswear shares in Q1 2024, an estimated $2.07K.
  • Turtle Creek Wealth Advisors first reported a position in Columbia Sportswear in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Columbia Sportswear position peaked at $2.07K in Q4 2023.
  • 295 funds tracked by Wall St. Rank held Columbia Sportswear as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.