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IBEX Wealth Advisors’s Glacier Bancorp GBCI Stock Holding History

IBEX 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
2024
Q2 		– Sell
-9,079
Closed -$449K – 296
2024
Q1 		$449K Buy
+9,079
New +$352K 0.12% 95
2023
Q1 		– Sell
-9,079
Closed -$449K – 120
2022
Q4 		$449K Buy
9,079
+169
+2% +$9.12K 0.1% 135
2022
Q3 		$438K Buy
+8,910
New +$450K 0.11% 111

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IBEX Wealth Advisors's GBCI Position: Q2 2024 in Review

IBEX Wealth Advisors sold out of Glacier Bancorp (GBCI) in Q2 2024, closing a stake of 9,079 shares — an estimated $449K sold.

IBEX Wealth Advisors first reported a position in GBCI in Q3 2022 and held it in 3 quarters. The position peaked at $449K in Q1 2024. 310 funds tracked by Wall St. Rank hold GBCI as of Q2 2024.

  • IBEX Wealth Advisors reported no remaining Glacier Bancorp position as of Q2 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 9,079 Glacier Bancorp shares in Q2 2024, an estimated $449K.
  • IBEX Wealth Advisors first reported a position in Glacier Bancorp in Q3 2022 and held it in 3 quarters.
  • IBEX Wealth Advisors's Glacier Bancorp position peaked at $449K in Q1 2024.
  • 310 funds tracked by Wall St. Rank held Glacier Bancorp as of Q2 2024.

Based on IBEX Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.