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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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Soundmark Wealth Management's GBCI Position: Q1 2023 in Review

Soundmark Wealth Management sold out of Glacier Bancorp (GBCI) in Q1 2023, closing a stake of 4,720 shares — an estimated $233K sold.

Soundmark Wealth Management first reported a position in GBCI in Q4 2020 and held it in 9 quarters. The position peaked at $261K in Q4 2021. 324 funds tracked by Wall St. Rank hold GBCI as of Q1 2023.

  • Soundmark Wealth Management reported no remaining Glacier Bancorp position as of Q1 2023 after selling out during the quarter.
  • Soundmark Wealth Management sold 4,720 Glacier Bancorp shares in Q1 2023, an estimated $233K.
  • Soundmark Wealth Management first reported a position in Glacier Bancorp in Q4 2020 and held it in 9 quarters.
  • Soundmark Wealth Management's Glacier Bancorp position peaked at $261K in Q4 2021.
  • 324 funds tracked by Wall St. Rank held Glacier Bancorp as of Q1 2023.

Based on Soundmark Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.