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Alliance Wealth Advisors (Utah)’s Glacier Bancorp GBCI Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio GBCI Stock Details GBCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,700
Closed -$323K – 229
2023
Q1 		$323K Buy
7,700
+608
+9% +$27.8K 0.13% 163
2022
Q4 		$350K Buy
+7,092
New +$382K 0.16% 143

Other funds holding GBCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s GBCI Position: Q2 2023 in Review

Alliance Wealth Advisors (Utah) sold out of Glacier Bancorp (GBCI) in Q2 2023, closing a stake of 7,700 shares — an estimated $323K sold.

Alliance Wealth Advisors (Utah) first reported a position in GBCI in Q4 2022 and held it in 2 quarters. The position peaked at $350K in Q4 2022. 308 funds tracked by Wall St. Rank hold GBCI as of Q2 2023.

  • Alliance Wealth Advisors (Utah) reported no remaining Glacier Bancorp position as of Q2 2023 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 7,700 Glacier Bancorp shares in Q2 2023, an estimated $323K.
  • Alliance Wealth Advisors (Utah) first reported a position in Glacier Bancorp in Q4 2022 and held it in 2 quarters.
  • Alliance Wealth Advisors (Utah)'s Glacier Bancorp position peaked at $350K in Q4 2022.
  • 308 funds tracked by Wall St. Rank held Glacier Bancorp as of Q2 2023.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2023, filed 11 Aug 2023.