Accurate Wealth Management’s Banner Corp BANR Stock Holding History

Accurate Wealth Management’s Portfolio BANR Stock Details BANR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-22	Closed	-$1.39K	–	345
2022 Q4	$1.39K	Buy	+22	New	+$1.48K	﹤0.01%	1295

Other funds holding BANR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accurate Wealth Management's BANR Position: Q1 2023 in Review

Accurate Wealth Management sold out of Banner Corp (BANR) in Q1 2023, closing a stake of 22 shares — an estimated $1.39K sold.

Accurate Wealth Management first reported a position in BANR in Q4 2022 and held it in 1 quarter. The position peaked at $1.39K in Q4 2022. 220 funds tracked by Wall St. Rank hold BANR as of Q1 2023.

Accurate Wealth Management reported no remaining Banner Corp position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 22 Banner Corp shares in Q1 2023, an estimated $1.39K.
Accurate Wealth Management first reported a position in Banner Corp in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Banner Corp position peaked at $1.39K in Q4 2022.
220 funds tracked by Wall St. Rank held Banner Corp as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.