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Carolinas Wealth Consulting’s Banner Corp BANR Stock Holding History

Carolinas Wealth Consulting’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
2021
Q4 		– Sell
-250
Closed -$14K – 960
2021
Q3 		$14K Buy
250
+2
+0.8% +$108 ﹤0.01% 533
2021
Q2 		$13K Buy
+248
New +$14K ﹤0.01% 571

Other funds holding BANR

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Carolinas Wealth Consulting's BANR Position: Q4 2021 in Review

Carolinas Wealth Consulting sold out of Banner Corp (BANR) in Q4 2021, closing a stake of 250 shares — an estimated $14K sold.

Carolinas Wealth Consulting first reported a position in BANR in Q2 2021 and held it in 2 quarters. The position peaked at $14K in Q3 2021. 205 funds tracked by Wall St. Rank hold BANR as of Q4 2021.

  • Carolinas Wealth Consulting reported no remaining Banner Corp position as of Q4 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 250 Banner Corp shares in Q4 2021, an estimated $14K.
  • Carolinas Wealth Consulting first reported a position in Banner Corp in Q2 2021 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Banner Corp position peaked at $14K in Q3 2021.
  • 205 funds tracked by Wall St. Rank held Banner Corp as of Q4 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2021, filed 14 Feb 2022.