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Global Retirement Partners’s TriCo Bancshares TCBK Stock Holding History

Global Retirement Partners’s Portfolio TCBK Stock Details TCBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5
Closed -$198 – 3639
2024
Q2 		$198 Hold
5
– – ﹤0.01% 3414
2024
Q1 		$184 Buy
+5
New +$182 ﹤0.01% 3255
2023
Q4 		– Sell
-1,166
Closed -$36.3K – 3476
2023
Q3 		$36.3K Hold
1,166
– – ﹤0.01% 1414
2023
Q2 		$38.7K Hold
1,166
– – ﹤0.01% 1391
2023
Q1 		$36.5K Hold
1,166
– – ﹤0.01% 1374
2022
Q4 		$59.5K Hold
1,166
– – ﹤0.01% 1005
2022
Q3 		$68K Hold
1,166
– – 0.01% 906
2022
Q2 		$53K Hold
1,166
– – ﹤0.01% 971
2022
Q1 		$52K Buy
+1,166
New +$50.6K ﹤0.01% 982

Other funds holding TCBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Global Retirement Partners's TCBK Position: Q3 2024 in Review

Global Retirement Partners sold out of TriCo Bancshares (TCBK) in Q3 2024, closing a stake of 5 shares — an estimated $198 sold.

Global Retirement Partners first reported a position in TCBK in Q1 2022 and held it in 9 quarters. The position peaked at $68K in Q3 2022. 156 funds tracked by Wall St. Rank hold TCBK as of Q3 2024.

  • Global Retirement Partners reported no remaining TriCo Bancshares position as of Q3 2024 after selling out during the quarter.
  • Global Retirement Partners sold 5 TriCo Bancshares shares in Q3 2024, an estimated $198.
  • Global Retirement Partners first reported a position in TriCo Bancshares in Q1 2022 and held it in 9 quarters.
  • Global Retirement Partners's TriCo Bancshares position peaked at $68K in Q3 2022.
  • 156 funds tracked by Wall St. Rank held TriCo Bancshares as of Q3 2024.

Based on Global Retirement Partners's 13F filing for Q3 2024, filed 16 Oct 2024.