Personal Wealth Partners’s Glacier Bancorp GBCI Stock Holding History

Personal Wealth Partners’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 Q2	–	Sell	-16,830	Closed	-$846K	–	17
2022 Q1	$846K	Hold	16,830	–	–	0.37%	30
2021 Q4	$954K	Hold	16,830	–	–	0.39%	31
2021 Q3	$932K	Hold	16,830	–	–	0.39%	33
2021 Q2	$927K	Hold	16,830	–	–	0.37%	33
2021 Q1	$961K	Hold	16,830	–	–	0.43%	32
2020 Q4	$774K	Hold	16,830	–	–	0.36%	30
2020 Q3	$539K	Sell	16,830 -300	-2%	-$10.4K	0.28%	34
2020 Q2	$605K	Sell	17,130 -4	-0%	-$148	0.33%	31
2020 Q1	$583K	Hold	17,134	–	–	0.35%	29
2019 Q4	$788K	Hold	17,134	–	–	0.34%	30
2019 Q3	$693K	Buy	17,134 +4	+0%	+$160	0.32%	35
2019 Q2	$695K	Hold	17,130	–	–	0.33%	30
2019 Q1	$686K	Hold	17,130	–	–	0.36%	28
2018 Q4	$679K	Buy	+17,130	New	+$736K	0.43%	22

Other funds holding GBCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Personal Wealth Partners's GBCI Position: Q2 2022 in Review

Personal Wealth Partners sold out of Glacier Bancorp (GBCI) in Q2 2022, closing a stake of 16,830 shares — an estimated $846K sold.

Personal Wealth Partners first reported a position in GBCI in Q4 2018 and held it in 14 quarters. The position peaked at $961K in Q1 2021. 325 funds tracked by Wall St. Rank hold GBCI as of Q2 2022.

Personal Wealth Partners reported no remaining Glacier Bancorp position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 16,830 Glacier Bancorp shares in Q2 2022, an estimated $846K.
Personal Wealth Partners first reported a position in Glacier Bancorp in Q4 2018 and held it in 14 quarters.
Personal Wealth Partners's Glacier Bancorp position peaked at $961K in Q1 2021.
325 funds tracked by Wall St. Rank held Glacier Bancorp as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.