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EP Wealth Advisors’s First Interstate BancSystem FIBK Stock Holding History

EP Wealth Advisors’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
2022
Q4 		– Sell
-13,074
Closed -$528K – 630
2022
Q3 		$528K Buy
+13,074
New +$527K 0.01% 277

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
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EP Wealth Advisors's FIBK Position: Q4 2022 in Review

EP Wealth Advisors sold out of First Interstate BancSystem (FIBK) in Q4 2022, closing a stake of 13,074 shares — an estimated $528K sold.

EP Wealth Advisors first reported a position in FIBK in Q3 2022 and held it in 1 quarter. The position peaked at $528K in Q3 2022. 254 funds tracked by Wall St. Rank hold FIBK as of Q4 2022.

  • EP Wealth Advisors reported no remaining First Interstate BancSystem position as of Q4 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 13,074 First Interstate BancSystem shares in Q4 2022, an estimated $528K.
  • EP Wealth Advisors first reported a position in First Interstate BancSystem in Q3 2022 and held it in 1 quarter.
  • EP Wealth Advisors's First Interstate BancSystem position peaked at $528K in Q3 2022.
  • 254 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q4 2022.

Based on EP Wealth Advisors's 13F filing for Q4 2022, filed 12 Jun 2023.