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BerganKDV Wealth Management’s Glacier Bancorp GBCI Stock Holding History

BerganKDV Wealth Management’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
2021
Q4 		– Sell
-63
Closed -$3K – 1080
2021
Q3 		$3K Buy
+63
New +$3.31K ﹤0.01% 821

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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

BerganKDV Wealth Management's GBCI Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of Glacier Bancorp (GBCI) in Q4 2021, closing a stake of 63 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in GBCI in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 323 funds tracked by Wall St. Rank hold GBCI as of Q4 2021.

  • BerganKDV Wealth Management reported no remaining Glacier Bancorp position as of Q4 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 63 Glacier Bancorp shares in Q4 2021, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in Glacier Bancorp in Q3 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's Glacier Bancorp position peaked at $3K in Q3 2021.
  • 323 funds tracked by Wall St. Rank held Glacier Bancorp as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.