Financial Gravity Asset Management’s Banner Corp BANR Stock Holding History

Financial Gravity Asset Management’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
2024 Q2	–	Sell	-1	Closed	-$66	–	1524
2024 Q1	$66	Buy	+1	New	+$47	﹤0.01%	1783
2023 Q3	–	Sell	-44	Closed	-$85	–	1282
2023 Q2	$85	Sell	44 -10	-19%	-$472	﹤0.01%	1326
2023 Q1	$3	Sell	54 -9	-14%	-$549	﹤0.01%	948
2022 Q4	$1.32K	Buy	+63	New	+$4.23K	0.01%	613
2020 Q2	–	Sell	-6	Closed	-$189	–	88
2020 Q1	$189	Buy	6 +2	+50%	+$95	﹤0.01%	748
2019 Q4	$57K	Buy	+4	New	+$221	0.04%	565

Other funds holding BANR

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Gravity Asset Management's BANR Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Banner Corp (BANR) in Q2 2024, closing a stake of 1 share — an estimated $66 sold.

Financial Gravity Asset Management first reported a position in BANR in Q4 2019 and held it in 6 quarters. The position peaked at $57K in Q4 2019. 192 funds tracked by Wall St. Rank hold BANR as of Q2 2024.

Financial Gravity Asset Management reported no remaining Banner Corp position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Banner Corp share in Q2 2024, an estimated $66.
Financial Gravity Asset Management first reported a position in Banner Corp in Q4 2019 and held it in 6 quarters.
Financial Gravity Asset Management's Banner Corp position peaked at $57K in Q4 2019.
192 funds tracked by Wall St. Rank held Banner Corp as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.