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Crossmark Global Holdings’s Financial Institutions FISI Stock Holding History

Crossmark Global Holdings’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-9,497
Closed -$302K – 1357
2021
Q4 		$302K Buy
+9,497
New +$304K 0.01% 1147

Other funds holding FISI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crossmark Global Holdings's FISI Position: Q1 2022 in Review

Crossmark Global Holdings sold out of Financial Institutions (FISI) in Q1 2022, closing a stake of 9,497 shares — an estimated $302K sold.

Crossmark Global Holdings first reported a position in FISI in Q4 2021 and held it in 1 quarter. The position peaked at $302K in Q4 2021. 130 funds tracked by Wall St. Rank hold FISI as of Q1 2022.

  • Crossmark Global Holdings reported no remaining Financial Institutions position as of Q1 2022 after selling out during the quarter.
  • Crossmark Global Holdings sold 9,497 Financial Institutions shares in Q1 2022, an estimated $302K.
  • Crossmark Global Holdings first reported a position in Financial Institutions in Q4 2021 and held it in 1 quarter.
  • Crossmark Global Holdings's Financial Institutions position peaked at $302K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2022.

Based on Crossmark Global Holdings's 13F filing for Q1 2022, filed 11 May 2022.