FourThought Financial’s Financial Institutions FISI Stock Holding History

FourThought Financial’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 Q3	$11K	Hold	475	–	–	﹤0.01%	1012
2022 Q2	$12K	Hold	475	–	–	﹤0.01%	978
2022 Q1	$14K	Hold	475	–	–	﹤0.01%	981
2021 Q4	$15K	Hold	475	–	–	﹤0.01%	987
2021 Q3	$14K	Hold	475	–	–	﹤0.01%	1027
2021 Q2	$14K	Hold	475	–	–	﹤0.01%	1027
2021 Q1	$14K	Hold	475	–	–	﹤0.01%	980
2020 Q4	$10K	Buy	+475	New	+$9.21K	﹤0.01%	1019

Other funds holding FISI

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CNC

Canandaigua National Corp Canandaigua, New York $1.12B AUM

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FourThought Financial's FISI Position: Q3 2022 in Review

FourThought Financial held its Financial Institutions (FISI) position steady in Q3 2022 at 475 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

FourThought Financial first reported a position in FISI in Q4 2020 and has held it in 8 quarters since. The position peaked at $15K in Q4 2021. 112 funds tracked by Wall St. Rank hold FISI as of Q3 2022.

FourThought Financial held 475 shares of Financial Institutions worth $11K as of Q3 2022.
FourThought Financial left its Financial Institutions share count unchanged in Q3 2022.
Financial Institutions made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1012 holding.
FourThought Financial first reported a position in Financial Institutions in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Financial Institutions position peaked at $15K in Q4 2021.
112 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.