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Bartlett & Co Wealth Management’s First Interstate BancSystem FIBK Stock Holding History

Bartlett & Co Wealth 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
2021
Q4 		– Sell
-87
Closed -$3.5K – 560
2021
Q3 		$3.5K Buy
+87
New +$3.69K ﹤0.01% 806

Other funds holding FIBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bartlett & Co Wealth Management's FIBK Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of First Interstate BancSystem (FIBK) in Q4 2021, closing a stake of 87 shares — an estimated $3.5K sold.

Bartlett & Co Wealth Management first reported a position in FIBK in Q3 2021 and held it in 1 quarter. The position peaked at $3.5K in Q3 2021. 194 funds tracked by Wall St. Rank hold FIBK as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining First Interstate BancSystem position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 87 First Interstate BancSystem shares in Q4 2021, an estimated $3.5K.
  • Bartlett & Co Wealth Management first reported a position in First Interstate BancSystem in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's First Interstate BancSystem position peaked at $3.5K in Q3 2021.
  • 194 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.