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Capital Performance Advisors’s Banner Corp BANR Stock Holding History

Capital Performance Advisors’s Portfolio BANR Stock Details BANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-70
Closed -$4.17K – 436
2024
Q3 		$4.17K Buy
+70
New +$3.96K ﹤0.01% 1188

Other funds holding BANR

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Performance Advisors's BANR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Banner Corp (BANR) in Q4 2024, closing a stake of 70 shares — an estimated $4.17K sold.

Capital Performance Advisors first reported a position in BANR in Q3 2024 and held it in 1 quarter. The position peaked at $4.17K in Q3 2024. 211 funds tracked by Wall St. Rank hold BANR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Banner Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 70 Banner Corp shares in Q4 2024, an estimated $4.17K.
  • Capital Performance Advisors first reported a position in Banner Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Banner Corp position peaked at $4.17K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Banner Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.