TCI Wealth Advisors’s Glacier Bancorp GBCI Stock Holding History

TCI 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 Q2	–	Sell	-473	Closed	-$19.9K	–	983
2023 Q1	$19.9K	Sell	473 -147	-24%	-$6.72K	﹤0.01%	710
2022 Q4	$30.6K	Sell	620 -1	-0.2%	-$54	﹤0.01%	538
2022 Q3	$31K	Buy	621 +7	+1%	+$354	0.01%	504
2022 Q2	$29K	Buy	614 +387	+170%	+$18.2K	﹤0.01%	531
2022 Q1	$11K	Hold	227	–	–	﹤0.01%	1039
2021 Q4	$13K	Buy	227 +98	+76%	+$5.55K	﹤0.01%	966
2021 Q3	$7K	Buy	+129	New	+$6.79K	﹤0.01%	1349
2021 Q2	–	Sell	-95	Closed	-$5K	–	2359
2021 Q1	$5K	Sell	95 -9,354	-99%	-$505K	﹤0.01%	1252
2020 Q4	$435K	Sell	9,449 -259	-3%	-$10.5K	0.19%	106
2020 Q3	$311K	Sell	9,708 -2,061	-18%	-$71.2K	0.12%	120
2020 Q2	$415K	Sell	11,769 -4,231	-26%	-$157K	0.18%	92
2020 Q1	$544K	Hold	16,000	–	–	0.27%	70
2019 Q4	$736K	Buy	+16,000	New	+$691K	0.29%	65

Other funds holding GBCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Glacier Bancorp (GBCI) in Q2 2023, closing a stake of 473 shares — an estimated $19.9K sold.

TCI Wealth Advisors first reported a position in GBCI in Q4 2019 and held it in 13 quarters. The position peaked at $736K in Q4 2019. 308 funds tracked by Wall St. Rank hold GBCI as of Q2 2023.

TCI Wealth Advisors reported no remaining Glacier Bancorp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 473 Glacier Bancorp shares in Q2 2023, an estimated $19.9K.
TCI Wealth Advisors first reported a position in Glacier Bancorp in Q4 2019 and held it in 13 quarters.
TCI Wealth Advisors's Glacier Bancorp position peaked at $736K in Q4 2019.
308 funds tracked by Wall St. Rank held Glacier Bancorp as of Q2 2023.

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