Glassman Wealth Services’s First Interstate BancSystem FIBK Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-30	Closed	-$923	–	770
2023 Q4	$923	Buy	+30	New	+$780	﹤0.01%	1568
2023 Q2	–	Sell	-65	Closed	-$1.94K	–	1943
2023 Q1	$1.94K	Buy	+65	New	+$2.29K	﹤0.01%	1256
2022 Q3	–	Sell	-46	Closed	-$2K	–	1764
2022 Q2	$2K	Sell	46 -48	-51%	-$1.71K	﹤0.01%	1230
2022 Q1	$3K	Sell	94 -38	-29%	-$1.5K	﹤0.01%	1119
2021 Q4	$5K	Hold	132	–	–	﹤0.01%	978
2021 Q3	$5K	Hold	132	–	–	﹤0.01%	956
2021 Q2	$6K	Hold	132	–	–	﹤0.01%	867
2021 Q1	$6K	Hold	132	–	–	﹤0.01%	818
2020 Q4	$5K	Hold	132	–	–	﹤0.01%	860
2020 Q3	$4K	Buy	+132	New	+$4.09K	﹤0.01%	836

Other funds holding FIBK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Glassman Wealth Services's FIBK Position: Q1 2024 in Review

Glassman Wealth Services sold out of First Interstate BancSystem (FIBK) in Q1 2024, closing a stake of 30 shares — an estimated $923 sold.

Glassman Wealth Services first reported a position in FIBK in Q3 2020 and held it in 10 quarters. The position peaked at $6K in Q2 2021. 226 funds tracked by Wall St. Rank hold FIBK as of Q1 2024.

Glassman Wealth Services reported no remaining First Interstate BancSystem position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 30 First Interstate BancSystem shares in Q1 2024, an estimated $923.
Glassman Wealth Services first reported a position in First Interstate BancSystem in Q3 2020 and held it in 10 quarters.
Glassman Wealth Services's First Interstate BancSystem position peaked at $6K in Q2 2021.
226 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.