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Coppell Advisory Solutions’s Banner Corp BANR Stock Holding History

Coppell Advisory Solutions’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
2023
Q4 		– Sell
-693
Closed -$43.8K – 1741
2023
Q3 		$43.8K Buy
+693
New +$31.1K 0.02% 362
2023
Q1 		– Sell
-693
Closed -$43.8K – 266
2022
Q4 		$43.8K Buy
+693
New +$46.5K 0.01% 364

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Coppell Advisory Solutions's BANR Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Banner Corp (BANR) in Q4 2023, closing a stake of 693 shares — an estimated $43.8K sold.

Coppell Advisory Solutions first reported a position in BANR in Q4 2022 and held it in 2 quarters. The position peaked at $43.8K in Q3 2023. 205 funds tracked by Wall St. Rank hold BANR as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Banner Corp position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 693 Banner Corp shares in Q4 2023, an estimated $43.8K.
  • Coppell Advisory Solutions first reported a position in Banner Corp in Q4 2022 and held it in 2 quarters.
  • Coppell Advisory Solutions's Banner Corp position peaked at $43.8K in Q3 2023.
  • 205 funds tracked by Wall St. Rank held Banner Corp as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.