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Columbia Contrarian Core-r5 open-end fund shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Columbia Contrarian Core-r5 open-end fund (COFRX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Columbia Contrarian Core-r5 open-end fund

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Quarterly reported holdings in Columbia Contrarian Core-r5 open-end fund by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 164k 38.89
2024-06-30 $6.2M 166k 37.56
2024-03-31 $6.0M 169k 35.64
2023-09-30 $5.0M 170k 29.50
2023-06-30 $5.3M 176k 30.40
2023-03-31 $5.0M 183k 27.38
2022-12-31 $4.7M 185k 25.18
2022-09-30 $5.0M 191k 26.08
2022-06-30 $5.5M 198k 27.65
2022-03-31 $6.6M 200k 33.03
2021-12-31 $6.9M 201k 34.05
2021-09-30 $7.3M 204k 35.73
2021-06-30 $7.9M 220k 36.12
2021-03-31 $7.7M 221k 34.88

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding Columbia Contrarian Core-r5 open-end fund

Encompass Wealth Advisors

View all funds holding Columbia Contrarian Core-r5 open-end fund