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Heritage Wealth Advisors’s Glacier Bancorp GBCI Stock Holding History

Heritage Wealth Advisors’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
2022
Q2 		– Sell
-70
Closed -$4K – 564
2022
Q1 		$4K Hold
70
– – ﹤0.01% 480
2021
Q4 		$4K Hold
70
– – ﹤0.01% 492
2021
Q3 		$3.88K Hold
70
– – ﹤0.01% 484
2021
Q2 		$3.86K Hold
70
– – ﹤0.01% 494
2021
Q1 		$4K Hold
70
– – ﹤0.01% 509
2020
Q4 		$3K Buy
+70
New +$2.83K ﹤0.01% 504

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Heritage Wealth Advisors's GBCI Position: Q2 2022 in Review

Heritage Wealth Advisors sold out of Glacier Bancorp (GBCI) in Q2 2022, closing a stake of 70 shares — an estimated $4K sold.

Heritage Wealth Advisors first reported a position in GBCI in Q4 2020 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 325 funds tracked by Wall St. Rank hold GBCI as of Q2 2022.

  • Heritage Wealth Advisors reported no remaining Glacier Bancorp position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 70 Glacier Bancorp shares in Q2 2022, an estimated $4K.
  • Heritage Wealth Advisors first reported a position in Glacier Bancorp in Q4 2020 and held it in 6 quarters.
  • Heritage Wealth Advisors's Glacier Bancorp position peaked at $4K in Q1 2022.
  • 325 funds tracked by Wall St. Rank held Glacier Bancorp as of Q2 2022.

Based on Heritage Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.