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Sutton Wealth Advisors’s Glacier Bancorp GBCI Stock Holding History

Sutton Wealth Advisors’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
-6
Closed -$297 – 1093
2022
Q4 		$297 Buy
6
+4
+200% +$216 ﹤0.01% 1564
2022
Q3 		$98 Buy
+2
New +$101 ﹤0.01% 1602
2022
Q2 		– Sell
-2
Closed -$101 – 1665
2022
Q1 		$101 Sell
2
-9
-82% -$486 ﹤0.01% 1620
2021
Q4 		$624 Buy
+11
New +$623 ﹤0.01% 1454
2020
Q2 		– Sell
-2,100
Closed -$71.4K – 1237
2020
Q1 		$71.4K Buy
2,100
+853
+68% +$34K 0.04% 221
2019
Q4 		$57.4K Hold
1,247
– – 0.03% 282
2019
Q3 		$50.5K Hold
1,247
– – 0.03% 303
2019
Q2 		$50.6K Hold
1,247
– – 0.03% 298
2019
Q1 		$50K Hold
1,247
– – 0.03% 297
2018
Q4 		$49.4K Hold
1,247
– – 0.03% 274
2018
Q3 		$53.7K Hold
1,247
– – 0.04% 278
2018
Q2 		$48.2K Hold
1,247
– – 0.03% 295
2018
Q1 		$47.9K Hold
1,247
– – 0.03% 282
2017
Q4 		$49.1K Hold
1,247
– – 0.04% 275
2017
Q3 		$47.1K Hold
1,247
– – 0.04% 284
2017
Q2 		$45.7K Hold
1,247
– – 0.04% 278
2017
Q1 		$42.3K Hold
1,247
– – 0.04% 293
2016
Q4 		$45.2K Hold
1,247
– – 0.04% 284
2016
Q3 		$35.6K Hold
1,247
– – 0.03% 314
2016
Q2 		$33.1K Hold
1,247
– – 0.03% 313
2016
Q1 		$31.7K Buy
+1,247
New +$30.3K 0.03% 327

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

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

Sutton Wealth Advisors sold out of Glacier Bancorp (GBCI) in Q1 2023, closing a stake of 6 shares — an estimated $297 sold.

Sutton Wealth Advisors first reported a position in GBCI in Q1 2016 and held it in 21 quarters. The position peaked at $71.4K in Q1 2020. 325 funds tracked by Wall St. Rank hold GBCI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Glacier Bancorp position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 6 Glacier Bancorp shares in Q1 2023, an estimated $297.
  • Sutton Wealth Advisors first reported a position in Glacier Bancorp in Q1 2016 and held it in 21 quarters.
  • Sutton Wealth Advisors's Glacier Bancorp position peaked at $71.4K in Q1 2020.
  • 325 funds tracked by Wall St. Rank held Glacier Bancorp as of Q1 2023.

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