Columbia Balanced Fund-I2CLREX

13F holders, Q4 2024 (December 31)
1holders
$51.28avg. 13F price*

At the end of Q4 2024, 1 institutions reported holding Columbia Balanced Fund-I2 (CLREX) in their 13F filings. The largest holder was Financial Gravity Companies, Inc. ($298K).

Company
Columbia Balanced Fund-I2
CUSIP
19766D444
Latest filing quarter
Q1 2025

History

Number of 13F holders

01 Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025

Total Exit/New Position Q4 2024

InstitutionsTotal Value
New Positions1$298K
Exits0$0

Ownership 1 holders

Financial Gravity Companies, Inc. 0.07% New 5,812 $298K

"% of holder's portfolio" is CLREX's weight in each manager's 13F, not the share of Columbia Balanced Fund-I2 the manager owns.