TWA
BANR icon

TCI Wealth Advisors’s Banner Corp BANR Stock Holding History

TCI 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
Q2 		– Sell
-115
Closed -$6.25K – 411
2023
Q1 		$6.25K Hold
115
– – ﹤0.01% 1371
2022
Q4 		$7.27K Hold
115
– – ﹤0.01% 1286
2022
Q3 		$7K Buy
115
+2
+2% +$121 ﹤0.01% 1221
2022
Q2 		$6K Hold
113
– – ﹤0.01% 1324
2022
Q1 		$7K Hold
113
– – ﹤0.01% 1295
2021
Q4 		$7K Hold
113
– – ﹤0.01% 1399
2021
Q3 		$6K Buy
+113
New +$6.08K ﹤0.01% 1423
2020
Q1 		– Sell
-203
Closed -$11K – 1476
2019
Q4 		$11K Buy
+203
New +$11.2K ﹤0.01% 680

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's BANR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Banner Corp (BANR) in Q2 2023, closing a stake of 115 shares — an estimated $6.25K sold.

TCI Wealth Advisors first reported a position in BANR in Q4 2019 and held it in 8 quarters. The position peaked at $11K in Q4 2019. 214 funds tracked by Wall St. Rank hold BANR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Banner Corp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 115 Banner Corp shares in Q2 2023, an estimated $6.25K.
  • TCI Wealth Advisors first reported a position in Banner Corp in Q4 2019 and held it in 8 quarters.
  • TCI Wealth Advisors's Banner Corp position peaked at $11K in Q4 2019.
  • 214 funds tracked by Wall St. Rank held Banner Corp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.