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WealthPLAN Partners’s Columbia Banking Systems COLB Stock Holding History

WealthPLAN Partners’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 		– Sell
-456
Closed -$9.25K – 460
2023
Q2 		$9.25K Hold
456
– – ﹤0.01% 804
2023
Q1 		$9.77K Buy
+456
New +$12.7K ﹤0.01% 869

Other funds holding COLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WealthPLAN Partners's COLB Position: Q3 2023 in Review

WealthPLAN Partners sold out of Columbia Banking Systems (COLB) in Q3 2023, closing a stake of 456 shares — an estimated $9.25K sold.

WealthPLAN Partners first reported a position in COLB in Q1 2023 and held it in 2 quarters. The position peaked at $9.77K in Q1 2023. 335 funds tracked by Wall St. Rank hold COLB as of Q3 2023.

  • WealthPLAN Partners reported no remaining Columbia Banking Systems position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 456 Columbia Banking Systems shares in Q3 2023, an estimated $9.25K.
  • WealthPLAN Partners first reported a position in Columbia Banking Systems in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Columbia Banking Systems position peaked at $9.77K in Q1 2023.
  • 335 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.