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McGlone Suttner Wealth Management’s Banner Corp BANR Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-1
Closed -$45 – 224
2023
Q4 		$45 Buy
+1
New +$46 ﹤0.01% 790

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

McGlone Suttner Wealth Management's BANR Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Banner Corp (BANR) in Q1 2024, closing a stake of 1 share — an estimated $45 sold.

McGlone Suttner Wealth Management first reported a position in BANR in Q4 2023 and held it in 1 quarter. The position peaked at $45 in Q4 2023. 201 funds tracked by Wall St. Rank hold BANR as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Banner Corp position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1 Banner Corp share in Q1 2024, an estimated $45.
  • McGlone Suttner Wealth Management first reported a position in Banner Corp in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Banner Corp position peaked at $45 in Q4 2023.
  • 201 funds tracked by Wall St. Rank held Banner Corp as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.