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Concord Wealth Partners’s Glacier Bancorp GBCI Stock Holding History

Concord Wealth Partners’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
2022
Q2 		– Sell
-24
Closed -$1K – 1281
2022
Q1 		$1K Hold
24
– – ﹤0.01% 1202
2021
Q4 		$1K Hold
24
– – ﹤0.01% 1221
2021
Q3 		$1K Hold
24
– – ﹤0.01% 833
2021
Q2 		$1K Hold
24
– – ﹤0.01% 971
2021
Q1 		$1K Buy
+24
New +$1.3K ﹤0.01% 915

Other funds holding GBCI

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Concord Wealth Partners's GBCI Position: Q2 2022 in Review

Concord Wealth Partners sold out of Glacier Bancorp (GBCI) in Q2 2022, closing a stake of 24 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in GBCI in Q1 2021 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 325 funds tracked by Wall St. Rank hold GBCI as of Q2 2022.

  • Concord Wealth Partners reported no remaining Glacier Bancorp position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 24 Glacier Bancorp shares in Q2 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in Glacier Bancorp in Q1 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Glacier Bancorp position peaked at $1K in Q1 2022.
  • 325 funds tracked by Wall St. Rank held Glacier Bancorp as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.