Avantax Planning Partners’s First Interstate BancSystem FIBK Stock Holding History

Avantax Planning Partners’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 Q3	–	Sell	-11,290	Closed	-$314K	–	456
2024 Q2	$314K	Hold	11,290	–	–	0.01%	353
2024 Q1	$307K	Hold	11,290	–	–	0.01%	358
2023 Q4	$347K	Hold	11,290	–	–	0.01%	280
2023 Q3	$282K	Hold	11,290	–	–	0.01%	294
2023 Q2	$269K	Hold	11,290	–	–	0.01%	314
2023 Q1	$337K	Hold	11,290	–	–	0.01%	272
2022 Q4	$436K	Buy	11,290 +2,300	+26%	+$97.3K	0.02%	247
2022 Q3	$363K	Hold	8,990	–	–	0.02%	259
2022 Q2	$343K	Buy	8,990 +1,800	+25%	+$64.2K	0.01%	257
2022 Q1	$264K	Buy	+7,190	New	+$283K	0.01%	301
2018 Q4	–	Sell	-624	Closed	-$28K	–	593
2018 Q3	$28K	Buy	+624	New	+$27.8K	﹤0.01%	622
2018 Q2	–	Sell	-636	Closed	-$25K	–	644
2018 Q1	$25K	Buy	+636	New	+$26K	﹤0.01%	694

Other funds holding FIBK

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Avantax Planning Partners's FIBK Position: Q3 2024 in Review

Avantax Planning Partners sold out of First Interstate BancSystem (FIBK) in Q3 2024, closing a stake of 11,290 shares — an estimated $314K sold.

Avantax Planning Partners first reported a position in FIBK in Q1 2018 and held it in 12 quarters. The position peaked at $436K in Q4 2022. 238 funds tracked by Wall St. Rank hold FIBK as of Q3 2024.

Avantax Planning Partners reported no remaining First Interstate BancSystem position as of Q3 2024 after selling out during the quarter.
Avantax Planning Partners sold 11,290 First Interstate BancSystem shares in Q3 2024, an estimated $314K.
Avantax Planning Partners first reported a position in First Interstate BancSystem in Q1 2018 and held it in 12 quarters.
Avantax Planning Partners's First Interstate BancSystem position peaked at $436K in Q4 2022.
238 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.