HGWM
BANR icon

Harvest Group Wealth Management’s Banner Corp BANR Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-17
Closed – – 527
2019
Q4 		$0 Hold
17
– – ﹤0.01% 965
2019
Q3 		$1K Hold
17
– – ﹤0.01% 828
2019
Q2 		$0 Hold
17
– – ﹤0.01% 910
2019
Q1 		$1K Buy
+17
New +$966 ﹤0.01% 738

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Harvest Group Wealth Management's BANR Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Banner Corp (BANR) in Q1 2020, closing a stake of 17 shares.

Harvest Group Wealth Management first reported a position in BANR in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q3 2019. 164 funds tracked by Wall St. Rank hold BANR as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Banner Corp position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 17 Banner Corp shares in Q1 2020.
  • Harvest Group Wealth Management first reported a position in Banner Corp in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Banner Corp position peaked at $1K in Q3 2019.
  • 164 funds tracked by Wall St. Rank held Banner Corp as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.