Avion Wealth’s First Interstate BancSystem FIBK Stock Holding History

Avion Wealth’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
2023 Q4	–	Sell	-18	Closed	–	–	1162
2023 Q3	$0	Hold	18	–	–	﹤0.01%	929
2023 Q2	$0	Hold	18	–	–	﹤0.01%	819
2023 Q1	$0	Hold	18	–	–	﹤0.01%	607
2022 Q4	$0	Hold	18	–	–	﹤0.01%	487
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	453
2022 Q2	$1K	Buy	+18	New	+$642	﹤0.01%	449

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avion Wealth's FIBK Position: Q4 2023 in Review

Avion Wealth sold out of First Interstate BancSystem (FIBK) in Q4 2023, closing a stake of 18 shares.

Avion Wealth first reported a position in FIBK in Q2 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 207 funds tracked by Wall St. Rank hold FIBK as of Q4 2023.

Avion Wealth reported no remaining First Interstate BancSystem position as of Q4 2023 after selling out during the quarter.
Avion Wealth sold 18 First Interstate BancSystem shares in Q4 2023.
Avion Wealth first reported a position in First Interstate BancSystem in Q2 2022 and held it in 6 quarters.
Avion Wealth's First Interstate BancSystem position peaked at $1K in Q3 2022.
207 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.