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Sutton Wealth Advisors’s Banner Corp BANR Stock Holding History

Sutton Wealth Advisors’s Portfolio BANR Stock Details BANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-462
Closed -$29.2K – 883
2022
Q4 		$29.2K Hold
462
– – 0.01% 562
2022
Q3 		$27.3K Hold
462
– – 0.01% 554
2022
Q2 		$26K Sell
462
-1
-0.2% -$56 0.01% 580
2022
Q1 		$27.1K Hold
463
– – 0.01% 612
2021
Q4 		$28.1K Buy
463
+9
+2% +$533 0.01% 606
2021
Q3 		$25.1K Hold
454
– – 0.01% 628
2021
Q2 		$24.6K Hold
454
– – 0.01% 639
2021
Q1 		$24.2K Hold
454
– – 0.01% 617
2020
Q4 		$21.2K Hold
454
– – 0.01% 592
2020
Q3 		$14.6K Buy
454
+330
+266% +$11.6K 0.01% 632
2020
Q2 		$4.71K Sell
124
-5
-4% -$178 ﹤0.01% 917
2020
Q1 		$4.26K Sell
129
-373
-74% -$17.7K ﹤0.01% 871
2019
Q4 		$28.4K Buy
502
+124
+33% +$6.86K 0.01% 472
2019
Q3 		$21.2K Hold
378
– – 0.01% 565
2019
Q2 		$20.5K Hold
378
– – 0.01% 573
2019
Q1 		$20.5K Hold
378
– – 0.01% 564
2018
Q4 		$20.2K Hold
378
– – 0.01% 519
2018
Q3 		$23.5K Hold
378
– – 0.02% 528
2018
Q2 		$22.7K Hold
378
– – 0.02% 548
2018
Q1 		$21K Hold
378
– – 0.02% 551
2017
Q4 		$20.8K Hold
378
– – 0.02% 545
2017
Q3 		$23.2K Hold
378
– – 0.02% 496
2017
Q2 		$21.4K Buy
378
+285
+306% +$15.7K 0.02% 497
2017
Q1 		$5.17K Hold
93
– – ﹤0.01% 841
2016
Q4 		$5.19K Hold
93
– – ﹤0.01% 839
2016
Q3 		$4.07K Hold
93
– – ﹤0.01% 861
2016
Q2 		$3.96K Hold
93
– – ﹤0.01% 835
2016
Q1 		$3.91K Buy
+93
New +$3.81K ﹤0.01% 806

Other funds holding BANR

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's BANR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Banner Corp (BANR) in Q1 2023, closing a stake of 462 shares — an estimated $29.2K sold.

Sutton Wealth Advisors first reported a position in BANR in Q1 2016 and held it in 28 quarters. The position peaked at $29.2K in Q4 2022. 220 funds tracked by Wall St. Rank hold BANR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Banner Corp position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 462 Banner Corp shares in Q1 2023, an estimated $29.2K.
  • Sutton Wealth Advisors first reported a position in Banner Corp in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Banner Corp position peaked at $29.2K in Q4 2022.
  • 220 funds tracked by Wall St. Rank held Banner Corp as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.