American Portfolios Advisors’s Financial Institutions FISI Stock Holding History

American Portfolios Advisors’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
2022 Q3	$34.5K	Hold	1,435	–	–	﹤0.01%	1914
2022 Q2	$37.3K	Hold	1,435	–	–	﹤0.01%	1921
2022 Q1	$43.2K	Hold	1,435	–	–	﹤0.01%	1959
2021 Q4	$45.6K	Hold	1,435	–	–	﹤0.01%	1907
2021 Q3	$44K	Hold	1,435	–	–	﹤0.01%	1842
2021 Q2	$43K	Hold	1,435	–	–	﹤0.01%	1802
2021 Q1	$43.5K	Buy	1,435 +400	+39%	+$10.8K	﹤0.01%	1664
2020 Q4	$23.3K	Hold	1,035	–	–	﹤0.01%	1747
2020 Q3	$15.9K	Hold	1,035	–	–	﹤0.01%	1801
2020 Q2	$19.3K	Hold	1,035	–	–	﹤0.01%	1655
2020 Q1	$18.8K	Hold	1,035	–	–	﹤0.01%	1551
2019 Q4	$33.2K	Hold	1,035	–	–	﹤0.01%	1518
2019 Q3	$31.2K	Hold	1,035	–	–	﹤0.01%	1484
2019 Q2	$30.2K	Hold	1,035	–	–	﹤0.01%	1488
2019 Q1	$28.1K	Hold	1,035	–	–	﹤0.01%	1434
2018 Q4	$26.6K	Hold	1,035	–	–	﹤0.01%	1269
2018 Q3	$32.5K	Hold	1,035	–	–	﹤0.01%	1288
2018 Q2	$34.1K	Hold	1,035	–	–	﹤0.01%	1236
2018 Q1	$30.6K	Hold	1,035	–	–	﹤0.01%	1215
2017 Q4	$32.2K	Buy	+1,035	New	+$32.5K	0.01%	1152

Other funds holding FISI

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

CNC

Canandaigua National Corp Canandaigua, New York $1.12B AUM

ACM

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

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

American Portfolios Advisors's FISI Position: Q3 2022 in Review

American Portfolios Advisors held its Financial Institutions (FISI) position steady in Q3 2022 at 1,435 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

American Portfolios Advisors first reported a position in FISI in Q4 2017 and has held it in 20 quarters since. The position peaked at $45.6K in Q4 2021. 112 funds tracked by Wall St. Rank hold FISI as of Q3 2022.

American Portfolios Advisors held 1,435 shares of Financial Institutions worth $34.5K as of Q3 2022.
American Portfolios Advisors left its Financial Institutions share count unchanged in Q3 2022.
Financial Institutions made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1914 holding.
American Portfolios Advisors first reported a position in Financial Institutions in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Financial Institutions position peaked at $45.6K in Q4 2021.
112 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.