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DCM Advisors’s Financial Institutions FISI Stock Holding History

DCM Advisors’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
Q2 		– Sell
-6,673
Closed -$201K – 210
2022
Q1 		$201K Buy
6,673
+69
+1% +$2.22K 0.07% 177
2021
Q4 		$210K Buy
+6,604
New +$211K 0.06% 194
2021
Q3 		– Sell
-25,026
Closed -$751K – 302
2021
Q2 		$751K Sell
25,026
-627
-2% -$19.6K 0.43% 78
2021
Q1 		$777K Buy
25,653
+16,253
+173% +$439K 0.45% 78
2020
Q4 		$212K Buy
+9,400
New +$182K 0.12% 176

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

DCM Advisors's FISI Position: Q2 2022 in Review

DCM Advisors sold out of Financial Institutions (FISI) in Q2 2022, closing a stake of 6,673 shares — an estimated $201K sold.

DCM Advisors first reported a position in FISI in Q4 2020 and held it in 5 quarters. The position peaked at $777K in Q1 2021. 117 funds tracked by Wall St. Rank hold FISI as of Q2 2022.

  • DCM Advisors reported no remaining Financial Institutions position as of Q2 2022 after selling out during the quarter.
  • DCM Advisors sold 6,673 Financial Institutions shares in Q2 2022, an estimated $201K.
  • DCM Advisors first reported a position in Financial Institutions in Q4 2020 and held it in 5 quarters.
  • DCM Advisors's Financial Institutions position peaked at $777K in Q1 2021.
  • 117 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2022.

Based on DCM Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.