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WR Wealth Planners’s Columbia Sportswear COLM Stock Holding History

WR Wealth Planners’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
2023
Q4 		– Sell
-132
Closed -$9.78K – 313
2023
Q3 		$9.78K Hold
132
– – ﹤0.01% 569
2023
Q2 		$10.2K Buy
132
+20
+18% +$1.61K ﹤0.01% 568
2023
Q1 		$10.1K Buy
+112
New +$10K ﹤0.01% 554

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

WR Wealth Planners's COLM Position: Q4 2023 in Review

WR Wealth Planners sold out of Columbia Sportswear (COLM) in Q4 2023, closing a stake of 132 shares — an estimated $9.78K sold.

WR Wealth Planners first reported a position in COLM in Q1 2023 and held it in 3 quarters. The position peaked at $10.2K in Q2 2023. 302 funds tracked by Wall St. Rank hold COLM as of Q4 2023.

  • WR Wealth Planners reported no remaining Columbia Sportswear position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 132 Columbia Sportswear shares in Q4 2023, an estimated $9.78K.
  • WR Wealth Planners first reported a position in Columbia Sportswear in Q1 2023 and held it in 3 quarters.
  • WR Wealth Planners's Columbia Sportswear position peaked at $10.2K in Q2 2023.
  • 302 funds tracked by Wall St. Rank held Columbia Sportswear as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.