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Loring Wolcott & Coolidge Fiduciary Advisors’s Banner Corp BANR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2021
Q4 		– Sell
-170
Closed -$9K – 722
2021
Q3 		$9K Hold
170
– – ﹤0.01% 602
2021
Q2 		$9K Buy
+170
New +$9.63K ﹤0.01% 642
2021
Q1 		– Sell
-170
Closed -$8K – 342
2020
Q4 		$8K Buy
+170
New +$7.01K ﹤0.01% 599

Other funds holding BANR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BANR Position: Q4 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Banner Corp (BANR) in Q4 2021, closing a stake of 170 shares — an estimated $9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BANR in Q4 2020 and held it in 3 quarters. The position peaked at $9K in Q3 2021. 205 funds tracked by Wall St. Rank hold BANR as of Q4 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Banner Corp position as of Q4 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 170 Banner Corp shares in Q4 2021, an estimated $9K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Banner Corp in Q4 2020 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Banner Corp position peaked at $9K in Q3 2021.
  • 205 funds tracked by Wall St. Rank held Banner Corp as of Q4 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.