Financial Gravity Asset Management’s Glacier Bancorp GBCI Stock Holding History

Financial Gravity Asset 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
2024 Q1	–	Sell	-9	Closed	-$401	–	1247
2023 Q4	$401	Buy	+9	New	+$306	﹤0.01%	915
2021 Q3	$55K	Hold	4	–	–	0.03%	525
2021 Q2	$55K	Buy	+4	New	+$234	0.02%	533
2020 Q4	$1K	Buy	+18	New	+$727	﹤0.01%	408
2019 Q4	$46K	Sell	267 -57	-18%	-$2.46K	0.03%	689
2019 Q3	$13K	Buy	324 +258	+391%	+$10.3K	0.01%	555
2019 Q2	$3K	Buy	+66	New	+$2.71K	﹤0.01%	797

Other funds holding GBCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Financial Gravity Asset Management's GBCI Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Glacier Bancorp (GBCI) in Q1 2024, closing a stake of 9 shares — an estimated $401 sold.

Financial Gravity Asset Management first reported a position in GBCI in Q2 2019 and held it in 7 quarters. The position peaked at $55K in Q3 2021. 321 funds tracked by Wall St. Rank hold GBCI as of Q1 2024.

Financial Gravity Asset Management reported no remaining Glacier Bancorp position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 9 Glacier Bancorp shares in Q1 2024, an estimated $401.
Financial Gravity Asset Management first reported a position in Glacier Bancorp in Q2 2019 and held it in 7 quarters.
Financial Gravity Asset Management's Glacier Bancorp position peaked at $55K in Q3 2021.
321 funds tracked by Wall St. Rank held Glacier Bancorp as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.