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Carmel Capital Partners’s First Interstate BancSystem FIBK Stock Holding History

Carmel Capital 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
2023
Q4 		– Sell
-226
Closed -$5.64K – 332
2023
Q3 		$5.64K Buy
+226
New +$5.9K ﹤0.01% 537

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
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carmel Capital Partners's FIBK Position: Q4 2023 in Review

Carmel Capital Partners sold out of First Interstate BancSystem (FIBK) in Q4 2023, closing a stake of 226 shares — an estimated $5.64K sold.

Carmel Capital Partners first reported a position in FIBK in Q3 2023 and held it in 1 quarter. The position peaked at $5.64K in Q3 2023. 207 funds tracked by Wall St. Rank hold FIBK as of Q4 2023.

  • Carmel Capital Partners reported no remaining First Interstate BancSystem position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 226 First Interstate BancSystem shares in Q4 2023, an estimated $5.64K.
  • Carmel Capital Partners first reported a position in First Interstate BancSystem in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's First Interstate BancSystem position peaked at $5.64K in Q3 2023.
  • 207 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.