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 |
|---|---|---|---|
| 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 |