AR
FIBK icon

Advisory Research’s First Interstate BancSystem FIBK Stock Holding History

Advisory Research’s Portfolio FIBK Stock Details FIBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-115,509
Closed -$3.55M – 217
2023
Q4 		$3.55M Sell
115,509
-8,073
-7% -$210K 0.55% 43
2023
Q3 		$3.08M Sell
123,582
-2,077
-2% -$54.2K 0.43% 57
2023
Q2 		$3M Buy
125,659
+22,166
+21% +$559K 0.38% 68
2023
Q1 		$3.09M Buy
103,493
+16,754
+19% +$590K 0.51% 50
2022
Q4 		$3.35M Sell
86,739
-9,625
-10% -$407K 0.32% 52
2022
Q3 		$3.89M Sell
96,364
-767
-0.8% -$30.9K 0.38% 50
2022
Q2 		$3.7M Buy
97,131
+15,674
+19% +$559K 0.36% 55
2022
Q1 		$3M Buy
81,457
+2,550
+3% +$101K 0.24% 75
2021
Q4 		$3.21M Sell
78,907
-132,005
-63% -$5.48M 0.25% 70
2021
Q3 		$8.49M Buy
210,912
+4,865
+2% +$206K 0.55% 54
2021
Q2 		$8.62M Sell
206,047
-10,224
-5% -$472K 0.57% 57
2021
Q1 		$9.96M Sell
216,271
-6,281
-3% -$279K 0.7% 50
2020
Q4 		$9.07M Sell
222,552
-2,170
-1% -$82.4K 0.67% 54
2020
Q3 		$7.16M Buy
224,722
+27,083
+14% +$839K 0.7% 48
2020
Q2 		$6.12M Sell
197,639
-487,882
-71% -$14.9M 0.54% 59
2020
Q1 		$19.8M Buy
685,521
+187,259
+38% +$6.72M 1.37% 25
2019
Q4 		$20.9M Buy
498,262
+197,442
+66% +$8.28M 0.96% 43
2019
Q3 		$12.1M Buy
300,820
+239,377
+390% +$9.41M 0.58% 66
2019
Q2 		$2.43M Sell
61,443
-66
-0.1% -$2.63K 0.05% 174
2019
Q1 		$2.45M Buy
61,509
+16,690
+37% +$667K 0.05% 162
2018
Q4 		$1.64M Buy
+44,819
New +$1.86M 0.03% 193

Other funds holding FIBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Advisory Research's FIBK Position: Q1 2024 in Review

Advisory Research sold out of First Interstate BancSystem (FIBK) in Q1 2024, closing a stake of 115,509 shares — an estimated $3.55M sold.

Advisory Research first reported a position in FIBK in Q4 2018 and held it in 21 quarters. The position peaked at $20.9M in Q4 2019. 226 funds tracked by Wall St. Rank hold FIBK as of Q1 2024.

  • Advisory Research reported no remaining First Interstate BancSystem position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 115,509 First Interstate BancSystem shares in Q1 2024, an estimated $3.55M.
  • Advisory Research first reported a position in First Interstate BancSystem in Q4 2018 and held it in 21 quarters.
  • Advisory Research's First Interstate BancSystem position peaked at $20.9M in Q4 2019.
  • 226 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.