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Wetzel Investment Advisors’s Columbia Financial CLBK Stock Holding History

Wetzel Investment Advisors’s Portfolio CLBK Stock Details CLBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-165
Closed -$2.84K – 250
2024
Q2 		$2.84K Hold
165
– – ﹤0.01% 692
2024
Q1 		$2.67K Hold
165
– – ﹤0.01% 787
2023
Q4 		$3K Buy
+165
New +$2.83K ﹤0.01% 767

Other funds holding CLBK

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wetzel Investment Advisors's CLBK Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Columbia Financial (CLBK) in Q3 2024, closing a stake of 165 shares — an estimated $2.84K sold.

Wetzel Investment Advisors first reported a position in CLBK in Q4 2023 and held it in 3 quarters. The position peaked at $3K in Q4 2023. 103 funds tracked by Wall St. Rank hold CLBK as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Columbia Financial position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 165 Columbia Financial shares in Q3 2024, an estimated $2.84K.
  • Wetzel Investment Advisors first reported a position in Columbia Financial in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Columbia Financial position peaked at $3K in Q4 2023.
  • 103 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.