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Milestone Investment Advisors’s Glacier Bancorp GBCI Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-234
Closed -$6.67K – 241
2023
Q3 		$6.67K Buy
+234
New +$7.24K ﹤0.01% 315
2023
Q2 		– Sell
-159
Closed -$6.68K – 236
2023
Q1 		$6.68K Buy
+159
New +$7.27K ﹤0.01% 315

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Milestone Investment Advisors's GBCI Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Glacier Bancorp (GBCI) in Q4 2023, closing a stake of 234 shares — an estimated $6.67K sold.

Milestone Investment Advisors first reported a position in GBCI in Q1 2023 and held it in 2 quarters. The position peaked at $6.68K in Q1 2023. 312 funds tracked by Wall St. Rank hold GBCI as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Glacier Bancorp position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 234 Glacier Bancorp shares in Q4 2023, an estimated $6.67K.
  • Milestone Investment Advisors first reported a position in Glacier Bancorp in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Glacier Bancorp position peaked at $6.68K in Q1 2023.
  • 312 funds tracked by Wall St. Rank held Glacier Bancorp as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.