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Cape Investment Advisory’s Glacier Bancorp GBCI Stock Holding History

Cape Investment Advisory’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
-89
Closed -$3.74K – 936
2023
Q1 		$3.74K Buy
+89
New +$4.07K ﹤0.01% 731

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

Cape Investment Advisory's GBCI Position: Q2 2023 in Review

Cape Investment Advisory sold out of Glacier Bancorp (GBCI) in Q2 2023, closing a stake of 89 shares — an estimated $3.74K sold.

Cape Investment Advisory first reported a position in GBCI in Q1 2023 and held it in 1 quarter. The position peaked at $3.74K in Q1 2023. 308 funds tracked by Wall St. Rank hold GBCI as of Q2 2023.

  • Cape Investment Advisory reported no remaining Glacier Bancorp position as of Q2 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 89 Glacier Bancorp shares in Q2 2023, an estimated $3.74K.
  • Cape Investment Advisory first reported a position in Glacier Bancorp in Q1 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Glacier Bancorp position peaked at $3.74K in Q1 2023.
  • 308 funds tracked by Wall St. Rank held Glacier Bancorp as of Q2 2023.

Based on Cape Investment Advisory's 13F filing for Q2 2023, filed 12 Oct 2023.