CWMU
GBCI icon

Caliber Wealth Management (Utah)’s Glacier Bancorp GBCI Stock Holding History

Caliber Wealth Management (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
2022
Q4 		– Sell
-15,263
Closed -$750K – 90
2022
Q3 		$750K Buy
+15,263
New +$772K 0.59% 54

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caliber Wealth Management (Utah)'s GBCI Position: Q4 2022 in Review

Caliber Wealth Management (Utah) sold out of Glacier Bancorp (GBCI) in Q4 2022, closing a stake of 15,263 shares — an estimated $750K sold.

Caliber Wealth Management (Utah) first reported a position in GBCI in Q3 2022 and held it in 1 quarter. The position peaked at $750K in Q3 2022. 348 funds tracked by Wall St. Rank hold GBCI as of Q4 2022.

  • Caliber Wealth Management (Utah) reported no remaining Glacier Bancorp position as of Q4 2022 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 15,263 Glacier Bancorp shares in Q4 2022, an estimated $750K.
  • Caliber Wealth Management (Utah) first reported a position in Glacier Bancorp in Q3 2022 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s Glacier Bancorp position peaked at $750K in Q3 2022.
  • 348 funds tracked by Wall St. Rank held Glacier Bancorp as of Q4 2022.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q4 2022, filed 24 Jan 2023.