Ten Capital Wealth Advisors’s Banner Corp BANR Stock Holding History

Ten Capital 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	$130K	Sell	2,982 -184	-6%	-$8.69K	0.04%	166
2023 Q1	$172K	Buy	3,166 +508	+19%	+$31K	0.06%	118
2022 Q4	$168K	Buy	2,658 +1,537	+137%	+$103K	0.07%	95
2022 Q3	$66K	Hold	1,121	–	–	0.03%	136
2022 Q2	$63K	Hold	1,121	–	–	0.03%	139
2022 Q1	$66K	Hold	1,121	–	–	0.03%	133
2021 Q4	$68K	Sell	1,121 -14	-1%	-$828	0.03%	108
2021 Q3	$63K	Hold	1,135	–	–	0.03%	114
2021 Q2	$62K	Hold	1,135	–	–	0.01%	172
2021 Q1	$60K	Hold	1,135	–	–	0.01%	165
2020 Q4	$53K	Buy	+1,135	New	+$46.8K	0.01%	165

Other funds holding BANR

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ten Capital Wealth Advisors's BANR Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its Banner Corp (BANR) stake by 5.8% in Q2 2023, selling an estimated $8.69K and leaving 2,982 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #166.

Ten Capital Wealth Advisors first reported a position in BANR in Q4 2020 and has held it in 11 quarters since. The position peaked at $172K in Q1 2023. 214 funds tracked by Wall St. Rank hold BANR as of Q2 2023.

Ten Capital Wealth Advisors held 2,982 shares of Banner Corp worth $130K as of Q2 2023.
Ten Capital Wealth Advisors sold 184 Banner Corp shares in Q2 2023, an estimated $8.69K.
Banner Corp made up 0.04% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #166 holding.
Ten Capital Wealth Advisors first reported a position in Banner Corp in Q4 2020 and has held it in 11 quarters since.
Ten Capital Wealth Advisors's Banner Corp position peaked at $172K in Q1 2023.
214 funds tracked by Wall St. Rank held Banner Corp as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.