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Cornerstone Planning Group’s Glacier Bancorp GBCI Stock Holding History

Cornerstone Planning Group’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
2023
Q3 		– Sell
-17
Closed -$530 – 1246
2023
Q2 		$530 Buy
+17
New +$561 ﹤0.01% 1452
2022
Q4 		$773 Buy
+17
New +$917 ﹤0.01% 1407

Other funds holding GBCI

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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Cornerstone Planning Group's GBCI Position: Q3 2023 in Review

Cornerstone Planning Group sold out of Glacier Bancorp (GBCI) in Q3 2023, closing a stake of 17 shares — an estimated $530 sold.

Cornerstone Planning Group first reported a position in GBCI in Q4 2022 and held it in 2 quarters. The position peaked at $773 in Q4 2022. 293 funds tracked by Wall St. Rank hold GBCI as of Q3 2023.

  • Cornerstone Planning Group reported no remaining Glacier Bancorp position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 17 Glacier Bancorp shares in Q3 2023, an estimated $530.
  • Cornerstone Planning Group first reported a position in Glacier Bancorp in Q4 2022 and held it in 2 quarters.
  • Cornerstone Planning Group's Glacier Bancorp position peaked at $773 in Q4 2022.
  • 293 funds tracked by Wall St. Rank held Glacier Bancorp as of Q3 2023.

Based on Cornerstone Planning Group's 13F filing for Q3 2023, filed 8 Nov 2023.