ENCOMPASS WEALTH ADVISORS, LLC - Columbia L/C Grwth Fd Z ownership

Columbia L/C Grwth Fd Z's ticker is and the CUSIP is 19765P661. A total of 2 filers reported holding Columbia L/C Grwth Fd Z in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of Columbia L/C Grwth Fd Z
ValueSharesWeighting
Q3 2023$604,753
-19.8%
10,920
-16.1%
0.20%
-18.0%
Q2 2023$753,861
+15.4%
13,0200.0%0.24%
+10.4%
Q1 2023$653,477
+13.6%
13,0200.0%0.22%
+5.7%
Q4 2022$575,226
+2.2%
13,0200.0%0.21%
-1.9%
Q3 2022$563,000
-14.8%
13,020
-10.2%
0.21%
-8.5%
Q2 2022$661,000
-22.1%
14,4970.0%0.23%
+9.3%
Q1 2022$848,000
-10.0%
14,4970.0%0.21%
-6.6%
Q4 2021$942,000
+9.5%
14,497
+8.5%
0.23%
+2.2%
Q3 2021$860,000
+0.1%
13,3560.0%0.22%
+6.2%
Q2 2021$859,000
+8.1%
13,3560.0%0.21%
+3.9%
Q1 2021$795,00013,3560.20%
Other shareholders
Columbia L/C Grwth Fd Z shareholders Q1 2022
NameSharesValueWeighting ↓
Janney Montgomery Scott LLC 16,171$555,809,0000.01%
View complete list of Columbia L/C Grwth Fd Z shareholders