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Halpern Financial’s First Interstate BancSystem FIBK Stock Holding History

Halpern Financial’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
Q3 		– Sell
-73
Closed -$2.78K – 252
2022
Q2 		$2.78K Buy
+73
New +$2.6K ﹤0.01% 213

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Halpern Financial's FIBK Position: Q3 2022 in Review

Halpern Financial sold out of First Interstate BancSystem (FIBK) in Q3 2022, closing a stake of 73 shares — an estimated $2.78K sold.

Halpern Financial first reported a position in FIBK in Q2 2022 and held it in 1 quarter. The position peaked at $2.78K in Q2 2022. 241 funds tracked by Wall St. Rank hold FIBK as of Q3 2022.

  • Halpern Financial reported no remaining First Interstate BancSystem position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 73 First Interstate BancSystem shares in Q3 2022, an estimated $2.78K.
  • Halpern Financial first reported a position in First Interstate BancSystem in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's First Interstate BancSystem position peaked at $2.78K in Q2 2022.
  • 241 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.