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First Trust Direct Indexing’s Banner Corp BANR Stock Holding History

First Trust Direct Indexing’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
2021
Q1 		– Sell
-527
Closed -$25K – 456
2020
Q4 		$25K Buy
+527
New +$21.7K 0.01% 847

Other funds holding BANR

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Direct Indexing's BANR Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Banner Corp (BANR) in Q1 2021, closing a stake of 527 shares — an estimated $25K sold.

First Trust Direct Indexing first reported a position in BANR in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 189 funds tracked by Wall St. Rank hold BANR as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Banner Corp position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 527 Banner Corp shares in Q1 2021, an estimated $25K.
  • First Trust Direct Indexing first reported a position in Banner Corp in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Banner Corp position peaked at $25K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held Banner Corp as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.