Concord Wealth Partners’s Banner Corp BANR Stock Holding History

Concord Wealth Partners’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
2022 Q1	–	Sell	-92	Closed	-$6K	–	1285
2021 Q4	$6K	Buy	+92	New	+$5.44K	﹤0.01%	896

Other funds holding BANR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Concord Wealth Partners's BANR Position: Q1 2022 in Review

Concord Wealth Partners sold out of Banner Corp (BANR) in Q1 2022, closing a stake of 92 shares — an estimated $6K sold.

Concord Wealth Partners first reported a position in BANR in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 208 funds tracked by Wall St. Rank hold BANR as of Q1 2022.

Concord Wealth Partners reported no remaining Banner Corp position as of Q1 2022 after selling out during the quarter.
Concord Wealth Partners sold 92 Banner Corp shares in Q1 2022, an estimated $6K.
Concord Wealth Partners first reported a position in Banner Corp in Q4 2021 and held it in 1 quarter.
Concord Wealth Partners's Banner Corp position peaked at $6K in Q4 2021.
208 funds tracked by Wall St. Rank held Banner Corp as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.