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Western Pacific Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Western Pacific 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
Q4 		– Sell
-238
Closed -$4.83K – 251
2023
Q3 		$4.83K Hold
238
– – ﹤0.01% 216
2023
Q2 		$4.83K Hold
238
– – ﹤0.01% 226
2023
Q1 		$5.1K Buy
+238
New +$6.61K ﹤0.01% 223

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Western Pacific Wealth Management's COLB Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of Columbia Banking Systems (COLB) in Q4 2023, closing a stake of 238 shares — an estimated $4.83K sold.

Western Pacific Wealth Management first reported a position in COLB in Q1 2023 and held it in 3 quarters. The position peaked at $5.1K in Q1 2023. 371 funds tracked by Wall St. Rank hold COLB as of Q4 2023.

  • Western Pacific Wealth Management reported no remaining Columbia Banking Systems position as of Q4 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 238 Columbia Banking Systems shares in Q4 2023, an estimated $4.83K.
  • Western Pacific Wealth Management first reported a position in Columbia Banking Systems in Q1 2023 and held it in 3 quarters.
  • Western Pacific Wealth Management's Columbia Banking Systems position peaked at $5.1K in Q1 2023.
  • 371 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.