Fisher Asset Management
FISI icon

Fisher Asset Management’s Financial Institutions FISI Stock Holding History

Fisher Asset Management’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
2023
Q2 		– Sell
-637
Closed -$12.5K – 1175
2023
Q1 		$12.5K Buy
+637
New +$14.9K ﹤0.01% 1045

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Commonwealth Equity Services
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ACM
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LSV Asset Management
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Renaissance Technologies
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CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management's FISI Position: Q2 2023 in Review

Fisher Asset Management sold out of Financial Institutions (FISI) in Q2 2023, closing a stake of 637 shares — an estimated $12.5K sold.

Fisher Asset Management first reported a position in FISI in Q1 2023 and held it in 1 quarter. The position peaked at $12.5K in Q1 2023. 102 funds tracked by Wall St. Rank hold FISI as of Q2 2023.

  • Fisher Asset Management reported no remaining Financial Institutions position as of Q2 2023 after selling out during the quarter.
  • Fisher Asset Management sold 637 Financial Institutions shares in Q2 2023, an estimated $12.5K.
  • Fisher Asset Management first reported a position in Financial Institutions in Q1 2023 and held it in 1 quarter.
  • Fisher Asset Management's Financial Institutions position peaked at $12.5K in Q1 2023.
  • 102 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2023.

Based on Fisher Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.