Ellevest Inc’s TriCo Bancshares TCBK Stock Holding History

Ellevest Inc’s Portfolio TCBK Stock Details TCBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2	Closed	-$83	–	1472
2023 Q1	$83	Buy	+2	New	+$96	﹤0.01%	1811

Other funds holding TCBK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellevest Inc's TCBK Position: Q2 2023 in Review

Ellevest Inc sold out of TriCo Bancshares (TCBK) in Q2 2023, closing a stake of 2 shares — an estimated $83 sold.

Ellevest Inc first reported a position in TCBK in Q1 2023 and held it in 1 quarter. The position peaked at $83 in Q1 2023. 136 funds tracked by Wall St. Rank hold TCBK as of Q2 2023.

Ellevest Inc reported no remaining TriCo Bancshares position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 2 TriCo Bancshares shares in Q2 2023, an estimated $83.
Ellevest Inc first reported a position in TriCo Bancshares in Q1 2023 and held it in 1 quarter.
Ellevest Inc's TriCo Bancshares position peaked at $83 in Q1 2023.
136 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.