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Wealthspire Advisors (Maryland)’s Banner Corp BANR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-45
Closed -$2K – 605
2019
Q1 		$2K Sell
45
-51
-53% -$2.9K ﹤0.01% 2122
2018
Q4 		$5K Buy
96
+5
+5% +$290 ﹤0.01% 1708
2018
Q3 		$6K Buy
91
+23
+34% +$1.47K ﹤0.01% 1712
2018
Q2 		$4K Buy
68
+23
+51% +$1.35K ﹤0.01% 1855
2018
Q1 		$2K Hold
45
– – ﹤0.01% 2134
2017
Q4 		$2K Buy
45
+33
+275% +$1.91K ﹤0.01% 2089
2017
Q3 		$1K Buy
+12
New +$679 ﹤0.01% 2063

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BANR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Banner Corp (BANR) in Q2 2019, closing a stake of 45 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in BANR in Q3 2017 and held it in 7 quarters. The position peaked at $6K in Q3 2018. 196 funds tracked by Wall St. Rank hold BANR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Banner Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 45 Banner Corp shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Banner Corp in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Banner Corp position peaked at $6K in Q3 2018.
  • 196 funds tracked by Wall St. Rank held Banner Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.