Ellevest Inc’s First Interstate BancSystem FIBK Stock Holding History

Ellevest Inc’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 Q1	–	Sell	-51	Closed	-$1.97K	–	1958
2022 Q4	$1.97K	Sell	51 -26	-34%	-$1.1K	﹤0.01%	1392
2022 Q3	$3K	Buy	77 +44	+133%	+$1.77K	﹤0.01%	1270
2022 Q2	$1K	Buy	+33	New	+$1.18K	﹤0.01%	1250
2020 Q3	–	Sell	-22	Closed	-$1K	–	1190
2020 Q2	$1K	Buy	+22	New	+$672	﹤0.01%	993
2019 Q2	–	Sell	-43	Closed	-$2K	–	410
2019 Q1	$2K	Buy	+43	New	+$1.72K	﹤0.01%	284

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

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Ellevest Inc's FIBK Position: Q1 2023 in Review

Ellevest Inc sold out of First Interstate BancSystem (FIBK) in Q1 2023, closing a stake of 51 shares — an estimated $1.97K sold.

Ellevest Inc first reported a position in FIBK in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q3 2022. 222 funds tracked by Wall St. Rank hold FIBK as of Q1 2023.

Ellevest Inc reported no remaining First Interstate BancSystem position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 51 First Interstate BancSystem shares in Q1 2023, an estimated $1.97K.
Ellevest Inc first reported a position in First Interstate BancSystem in Q1 2019 and held it in 5 quarters.
Ellevest Inc's First Interstate BancSystem position peaked at $3K in Q3 2022.
222 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.