Glassman Wealth Services’s Glacier Bancorp GBCI Stock Holding History

Glassman Wealth Services’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	-16	Closed	-$661	–	817
2023 Q4	$661	Hold	16	–	–	﹤0.01%	1657
2023 Q3	$456	Hold	16	–	–	﹤0.01%	1755
2023 Q2	$499	Sell	16 -11	-41%	-$363	﹤0.01%	1638
2023 Q1	$1.13K	Buy	27 +15	+125%	+$686	﹤0.01%	1393
2022 Q4	$593	Hold	12	–	–	﹤0.01%	1587
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	1407
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	1419
2022 Q1	$1K	Sell	12 -7	-37%	-$378	﹤0.01%	1398
2021 Q4	$1K	Buy	19 +7	+58%	+$396	﹤0.01%	1378
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	1351
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	1290
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	1252
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	1211
2020 Q3	$0	Hold	12	–	–	﹤0.01%	1381
2020 Q2	$0	Sell	12 -14	-54%	-$519	﹤0.01%	1333
2020 Q1	$1K	Buy	+26	New	+$1.04K	﹤0.01%	880
2019 Q3	–	Sell	-2	Closed	–	–	1155
2019 Q2	$0	Buy	+2	New	+$82	﹤0.01%	1178

Other funds holding GBCI

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Glassman Wealth Services's GBCI Position: Q1 2024 in Review

Glassman Wealth Services sold out of Glacier Bancorp (GBCI) in Q1 2024, closing a stake of 16 shares — an estimated $661 sold.

Glassman Wealth Services first reported a position in GBCI in Q2 2019 and held it in 17 quarters. The position peaked at $1.13K in Q1 2023. 321 funds tracked by Wall St. Rank hold GBCI as of Q1 2024.

Glassman Wealth Services reported no remaining Glacier Bancorp position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 16 Glacier Bancorp shares in Q1 2024, an estimated $661.
Glassman Wealth Services first reported a position in Glacier Bancorp in Q2 2019 and held it in 17 quarters.
Glassman Wealth Services's Glacier Bancorp position peaked at $1.13K in Q1 2023.
321 funds tracked by Wall St. Rank held Glacier Bancorp as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.