Patriot Financial Group Insurance Agency’s Glacier Bancorp GBCI Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-210	Closed	-$10K	–	984
2022 Q2	$10K	Sell	210 -39	-16%	-$1.84K	﹤0.01%	1236
2022 Q1	$13K	Sell	249 -23	-8%	-$1.24K	﹤0.01%	1257
2021 Q4	$15K	Hold	272	–	–	﹤0.01%	1321
2021 Q3	$15K	Buy	272 +39	+17%	+$2.05K	﹤0.01%	1323
2021 Q2	$13K	Hold	233	–	–	﹤0.01%	1341
2021 Q1	$13K	Hold	233	–	–	﹤0.01%	1264
2020 Q4	$11K	Hold	233	–	–	﹤0.01%	1179
2020 Q3	$7K	Hold	233	–	–	﹤0.01%	1134
2020 Q2	$8K	Sell	233 -34	-13%	-$1.26K	﹤0.01%	1033
2020 Q1	$9K	Buy	+267	New	+$10.6K	﹤0.01%	884

Other funds holding GBCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GBCI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Glacier Bancorp (GBCI) in Q3 2022, closing a stake of 210 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in GBCI in Q1 2020 and held it in 10 quarters. The position peaked at $15K in Q4 2021. 323 funds tracked by Wall St. Rank hold GBCI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Glacier Bancorp position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 210 Glacier Bancorp shares in Q3 2022, an estimated $10K.
Patriot Financial Group Insurance Agency first reported a position in Glacier Bancorp in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Glacier Bancorp position peaked at $15K in Q4 2021.
323 funds tracked by Wall St. Rank held Glacier Bancorp as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.