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Focused Wealth Management’s Glacier Bancorp GBCI Stock Holding History

Focused 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
2024
Q1 		– Sell
-793
Closed -$32.8K – 479
2023
Q4 		$32.8K Buy
+793
New +$27K 0.01% 367

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Focused Wealth Management's GBCI Position: Q1 2024 in Review

Focused Wealth Management sold out of Glacier Bancorp (GBCI) in Q1 2024, closing a stake of 793 shares — an estimated $32.8K sold.

Focused Wealth Management first reported a position in GBCI in Q4 2023 and held it in 1 quarter. The position peaked at $32.8K in Q4 2023. 321 funds tracked by Wall St. Rank hold GBCI as of Q1 2024.

  • Focused Wealth Management reported no remaining Glacier Bancorp position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 793 Glacier Bancorp shares in Q1 2024, an estimated $32.8K.
  • Focused Wealth Management first reported a position in Glacier Bancorp in Q4 2023 and held it in 1 quarter.
  • Focused Wealth Management's Glacier Bancorp position peaked at $32.8K in Q4 2023.
  • 321 funds tracked by Wall St. Rank held Glacier Bancorp as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.