SEC 13F Intelligence

CMSCXCOLUMBIA FDS SER TR I

CUSIP 19765P596 · Yahoo Finance ↗ · Google Finance ↗

Columbia Fds Ser Tr I (CMSCX) has 2 institutional holders in Filings Flow’s 13F database, together reporting 229.5K shares worth $5M as of Q3 2023.

Institutional Holders
2
Q3 2023
Reported Value
$5M
Ticker
CMSCX
Quarters Tracked
3

Ownership Trend

Institutional holders
Q2 ’21: 1Q2 ’21Q4 ’21: 1Q4 ’21Q3 ’23: 2Q3 ’23filingsflow.com
Total reported value
Q2 ’21: $54,000Q2 ’21Q4 ’21: $7,000Q4 ’21Q3 ’23: $5MQ3 ’23filingsflow.com

Holders

··
Manager% of PortfolioValueSharesQuarter
1776 Wealth LLC$254M AUM2.53%$5M229.4KQ3 2023
Bull Oak Capital, LLC$260M AUM0.00%$2,03297Q3 2023

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.