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Carroll Financial Associates’s Glacier Bancorp GBCI Stock Holding History

Carroll Financial Associates’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
Q2 		– Sell
-35
Closed -$1K – 1740
2021
Q1 		$1K Hold
35
– – ﹤0.01% 1564
2020
Q4 		$1K Hold
35
– – ﹤0.01% 1454
2020
Q3 		$1K Hold
35
– – ﹤0.01% 1412
2020
Q2 		$1K Hold
35
– – ﹤0.01% 1427
2020
Q1 		$1K Hold
35
– – ﹤0.01% 1363
2019
Q4 		$1K Hold
35
– – ﹤0.01% 1441
2019
Q3 		$1K Hold
35
– – ﹤0.01% 1410
2019
Q2 		$1K Buy
+35
New +$1.44K ﹤0.01% 1461

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Dimensional Fund Advisors
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T. Rowe Price Associates
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SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Carroll Financial Associates's GBCI Position: Q2 2021 in Review

Carroll Financial Associates sold out of Glacier Bancorp (GBCI) in Q2 2021, closing a stake of 35 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in GBCI in Q2 2019 and held it in 8 quarters. The position peaked at $1K in Q1 2021. 296 funds tracked by Wall St. Rank hold GBCI as of Q2 2021.

  • Carroll Financial Associates reported no remaining Glacier Bancorp position as of Q2 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 35 Glacier Bancorp shares in Q2 2021, an estimated $1K.
  • Carroll Financial Associates first reported a position in Glacier Bancorp in Q2 2019 and held it in 8 quarters.
  • Carroll Financial Associates's Glacier Bancorp position peaked at $1K in Q1 2021.
  • 296 funds tracked by Wall St. Rank held Glacier Bancorp as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.