Baker Avenue Asset Management’s First Interstate BancSystem FIBK Stock Holding History

Baker Avenue Asset Management’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	-54	Closed	-$1.35K	–	752
2023 Q3	$1.35K	Hold	54	–	–	﹤0.01%	1214
2023 Q2	$1.29K	Buy	54 +18	+50%	+$454	﹤0.01%	1097
2023 Q1	$1.07K	Buy	+36	New	+$1.27K	﹤0.01%	1158

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

Baker Avenue Asset Management's FIBK Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of First Interstate BancSystem (FIBK) in Q4 2023, closing a stake of 54 shares — an estimated $1.35K sold.

Baker Avenue Asset Management first reported a position in FIBK in Q1 2023 and held it in 3 quarters. The position peaked at $1.35K in Q3 2023. 207 funds tracked by Wall St. Rank hold FIBK as of Q4 2023.

Baker Avenue Asset Management reported no remaining First Interstate BancSystem position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 54 First Interstate BancSystem shares in Q4 2023, an estimated $1.35K.
Baker Avenue Asset Management first reported a position in First Interstate BancSystem in Q1 2023 and held it in 3 quarters.
Baker Avenue Asset Management's First Interstate BancSystem position peaked at $1.35K in Q3 2023.
207 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.