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Soundmark Wealth Management’s Glacier Bancorp GBCI Stock Holding History

Soundmark Wealth Management’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
Q1 		– Sell
-4,720
Closed -$233K – 60
2022
Q4 		$233K Buy
4,720
+61
+1% +$3.29K 0.15% 52
2022
Q3 		$229K Buy
4,659
+31
+0.7% +$1.57K 0.16% 53
2022
Q2 		$219K Buy
4,628
+32
+0.7% +$1.51K 0.16% 53
2022
Q1 		$231K Hold
4,596
– – 0.16% 51
2021
Q4 		$261K Buy
4,596
+52
+1% +$2.94K 0.18% 49
2021
Q3 		$251K Buy
4,544
+29
+0.6% +$1.53K 0.09% 64
2021
Q2 		$249K Buy
4,515
+23
+0.5% +$1.35K 0.1% 56
2021
Q1 		$257K Hold
4,492
– – 0.14% 56
2020
Q4 		$207K Buy
+4,492
New +$181K 0.13% 58

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return