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Spire Wealth Management’s Glacier Bancorp GBCI Stock Holding History

Spire 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
Q2 		– Sell
-218
Closed -$9.16K – 2443
2023
Q1 		$9.16K Buy
+218
New +$9.97K ﹤0.01% 1881
2022
Q2 		– Sell
-218
Closed -$11K – 2731
2022
Q1 		$11K Hold
218
– – ﹤0.01% 1993
2021
Q4 		$12K Hold
218
– – ﹤0.01% 2306
2021
Q3 		$12K Hold
218
– – ﹤0.01% 2038
2021
Q2 		$12K Hold
218
– – ﹤0.01% 2051
2021
Q1 		$12K Buy
+218
New +$11.8K ﹤0.01% 2349

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Spire Wealth Management's GBCI Position: Q2 2023 in Review

Spire Wealth Management sold out of Glacier Bancorp (GBCI) in Q2 2023, closing a stake of 218 shares — an estimated $9.16K sold.

Spire Wealth Management first reported a position in GBCI in Q1 2021 and held it in 6 quarters. The position peaked at $12K in Q4 2021. 308 funds tracked by Wall St. Rank hold GBCI as of Q2 2023.

  • Spire Wealth Management reported no remaining Glacier Bancorp position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 218 Glacier Bancorp shares in Q2 2023, an estimated $9.16K.
  • Spire Wealth Management first reported a position in Glacier Bancorp in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Glacier Bancorp position peaked at $12K in Q4 2021.
  • 308 funds tracked by Wall St. Rank held Glacier Bancorp as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.