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Curi Wealth Management’s Glacier Bancorp GBCI Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-500
Closed -$24K – 385
2022
Q2 		$24K Sell
500
-1,500
-75% -$70.7K ﹤0.01% 285
2022
Q1 		$100K Buy
+2,000
New +$108K 0.02% 160

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Curi Wealth Management's GBCI Position: Q3 2022 in Review

Curi Wealth Management sold out of Glacier Bancorp (GBCI) in Q3 2022, closing a stake of 500 shares — an estimated $24K sold.

Curi Wealth Management first reported a position in GBCI in Q1 2022 and held it in 2 quarters. The position peaked at $100K in Q1 2022. 323 funds tracked by Wall St. Rank hold GBCI as of Q3 2022.

  • Curi Wealth Management reported no remaining Glacier Bancorp position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 500 Glacier Bancorp shares in Q3 2022, an estimated $24K.
  • Curi Wealth Management first reported a position in Glacier Bancorp in Q1 2022 and held it in 2 quarters.
  • Curi Wealth Management's Glacier Bancorp position peaked at $100K in Q1 2022.
  • 323 funds tracked by Wall St. Rank held Glacier Bancorp as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.