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Atlas Private Wealth Management’s TriCo Bancshares TCBK Stock Holding History

Atlas Private Wealth Management’s Portfolio TCBK Stock Details TCBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,109
Closed -$348K – 122
2023
Q4 		$348K Hold
8,109
– – 0.16% 97
2023
Q3 		$260K Hold
8,109
– – 0.14% 106
2023
Q2 		$269K Buy
+8,109
New +$289K 0.14% 104

Other funds holding TCBK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atlas Private Wealth Management's TCBK Position: Q1 2024 in Review

Atlas Private Wealth Management sold out of TriCo Bancshares (TCBK) in Q1 2024, closing a stake of 8,109 shares — an estimated $348K sold.

Atlas Private Wealth Management first reported a position in TCBK in Q2 2023 and held it in 3 quarters. The position peaked at $348K in Q4 2023. 147 funds tracked by Wall St. Rank hold TCBK as of Q1 2024.

  • Atlas Private Wealth Management reported no remaining TriCo Bancshares position as of Q1 2024 after selling out during the quarter.
  • Atlas Private Wealth Management sold 8,109 TriCo Bancshares shares in Q1 2024, an estimated $348K.
  • Atlas Private Wealth Management first reported a position in TriCo Bancshares in Q2 2023 and held it in 3 quarters.
  • Atlas Private Wealth Management's TriCo Bancshares position peaked at $348K in Q4 2023.
  • 147 funds tracked by Wall St. Rank held TriCo Bancshares as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.