TRUE Private Wealth Advisors’s Glacier Bancorp GBCI Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-2,750	Closed	-$126K	–	419
2020 Q4	$126K	Hold	2,750	–	–	0.02%	245
2020 Q3	$88K	Hold	2,750	–	–	0.02%	265
2020 Q2	$97K	Sell	2,750 -1,000	-27%	-$37.1K	0.02%	240
2020 Q1	$127K	Sell	3,750 -1,250	-25%	-$49.8K	0.03%	180
2019 Q4	$229K	Hold	5,000	–	–	0.04%	197
2019 Q3	$202K	Hold	5,000	–	–	0.03%	199
2019 Q2	$202K	Buy	+5,000	New	+$205K	0.03%	191
2018 Q4	–	Sell	-5,000	Closed	-$215K	–	508
2018 Q3	$215K	Sell	5,000 -2,111	-30%	-$91.8K	0.03%	255
2018 Q2	$275K	Hold	7,111	–	–	0.04%	220
2018 Q1	$272K	Sell	7,111 -14,605	-67%	-$575K	0.05%	191
2017 Q4	$855K	Buy	21,716 +7,355	+51%	+$279K	0.15%	90
2017 Q3	$542K	Hold	14,361	–	–	0.12%	81
2017 Q2	$525K	Hold	14,361	–	–	0.12%	82
2017 Q1	$472K	Hold	14,361	–	–	0.11%	84
2016 Q4	$508K	Hold	14,361	–	–	0.12%	80
2016 Q3	$396K	Buy	+14,361	New	+$405K	0.13%	86

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

TRUE Private Wealth Advisors's GBCI Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Glacier Bancorp (GBCI) in Q1 2021, closing a stake of 2,750 shares — an estimated $126K sold.

TRUE Private Wealth Advisors first reported a position in GBCI in Q3 2016 and held it in 16 quarters. The position peaked at $855K in Q4 2017. 310 funds tracked by Wall St. Rank hold GBCI as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Glacier Bancorp position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 2,750 Glacier Bancorp shares in Q1 2021, an estimated $126K.
TRUE Private Wealth Advisors first reported a position in Glacier Bancorp in Q3 2016 and held it in 16 quarters.
TRUE Private Wealth Advisors's Glacier Bancorp position peaked at $855K in Q4 2017.
310 funds tracked by Wall St. Rank held Glacier Bancorp as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.