AJOVista’s Financial Institutions FISI Stock Holding History

AJOVista’s Portfolio FISI Stock Details FISI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,107	Closed	-$66.2K	–	194
2023 Q4	$66.2K	Buy	+3,107	New	+$55.4K	0.08%	242

Other funds holding FISI

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

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

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

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

AJOVista's FISI Position: Q1 2024 in Review

AJOVista sold out of Financial Institutions (FISI) in Q1 2024, closing a stake of 3,107 shares — an estimated $66.2K sold.

AJOVista first reported a position in FISI in Q4 2023 and held it in 1 quarter. The position peaked at $66.2K in Q4 2023. 100 funds tracked by Wall St. Rank hold FISI as of Q1 2024.

AJOVista reported no remaining Financial Institutions position as of Q1 2024 after selling out during the quarter.
AJOVista sold 3,107 Financial Institutions shares in Q1 2024, an estimated $66.2K.
AJOVista first reported a position in Financial Institutions in Q4 2023 and held it in 1 quarter.
AJOVista's Financial Institutions position peaked at $66.2K in Q4 2023.
100 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.