Carolinas Wealth Consulting’s First Interstate BancSystem FIBK Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-21	Closed	-$627	–	1082
2023 Q1	$627	Hold	21	–	–	﹤0.01%	964
2022 Q4	$812	Buy	+21	New	+$888	﹤0.01%	934

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

Carolinas Wealth Consulting's FIBK Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of First Interstate BancSystem (FIBK) in Q2 2023, closing a stake of 21 shares — an estimated $627 sold.

Carolinas Wealth Consulting first reported a position in FIBK in Q4 2022 and held it in 2 quarters. The position peaked at $812 in Q4 2022. 213 funds tracked by Wall St. Rank hold FIBK as of Q2 2023.

Carolinas Wealth Consulting reported no remaining First Interstate BancSystem position as of Q2 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 21 First Interstate BancSystem shares in Q2 2023, an estimated $627.
Carolinas Wealth Consulting first reported a position in First Interstate BancSystem in Q4 2022 and held it in 2 quarters.
Carolinas Wealth Consulting's First Interstate BancSystem position peaked at $812 in Q4 2022.
213 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.