Columbia Large Cap Growth Inst2 shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Columbia Large Cap Growth Inst2 (CLWFX) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Columbia Large Cap Growth Inst2
Tip: Access up to 7 years of quarterly data
All positions including Columbia Large Cap Growth Inst2 held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Columbia Large Cap Growth Inst2 by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $395k | 7.1k | 55.52 |
| 2023-06-30 | $413k | 7.1k | 58.04 |
| 2023-03-31 | $358k | 7.1k | 50.31 |
| 2022-12-31 | $315k | 7.1k | 44.28 |
| 2022-09-30 | $360k | 8.3k | 43.34 |
| 2022-06-30 | $380k | 8.3k | 45.75 |
| 2022-03-31 | $487k | 8.3k | 58.63 |
| 2021-12-31 | $541k | 8.3k | 65.13 |
| 2021-09-30 | $423k | 6.6k | 64.49 |
| 2021-06-30 | $493k | 7.7k | 64.43 |
| 2021-03-31 | $456k | 7.7k | 59.59 |