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Capital Performance Advisors’s First Interstate BancSystem FIBK Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-383
Closed -$11.8K – 1041
2024
Q3 		$11.8K Buy
+383
New +$11.4K ﹤0.01% 774

Other funds holding FIBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital Performance Advisors's FIBK Position: Q4 2024 in Review

Capital Performance Advisors sold out of First Interstate BancSystem (FIBK) in Q4 2024, closing a stake of 383 shares — an estimated $11.8K sold.

Capital Performance Advisors first reported a position in FIBK in Q3 2024 and held it in 1 quarter. The position peaked at $11.8K in Q3 2024. 241 funds tracked by Wall St. Rank hold FIBK as of Q4 2024.

  • Capital Performance Advisors reported no remaining First Interstate BancSystem position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 383 First Interstate BancSystem shares in Q4 2024, an estimated $11.8K.
  • Capital Performance Advisors first reported a position in First Interstate BancSystem in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's First Interstate BancSystem position peaked at $11.8K in Q3 2024.
  • 241 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.