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Heritage Wealth Management (Arizona)’s First Interstate BancSystem FIBK Stock Holding History

Heritage Wealth Management (Arizona)’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 		$8.35K Buy
216
+108
+100% +$4.57K ﹤0.01% 799
2022
Q3 		$4K Hold
108
– – ﹤0.01% 782
2022
Q2 		$4.12K Hold
108
– – ﹤0.01% 797
2022
Q1 		$4K Buy
+108
New +$4.26K ﹤0.01% 816

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

Heritage Wealth Management (Arizona)'s FIBK Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its First Interstate BancSystem (FIBK) stake by 100% in Q4 2022, buying an estimated $4.57K and bringing the position to 216 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Heritage Wealth Management (Arizona) first reported a position in FIBK in Q1 2022 and has held it in 4 quarters since. 254 funds tracked by Wall St. Rank hold FIBK as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 216 shares of First Interstate BancSystem worth $8.35K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 108 First Interstate BancSystem shares in Q4 2022, an estimated $4.57K.
  • First Interstate BancSystem made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #799 holding.
  • Heritage Wealth Management (Arizona) first reported a position in First Interstate BancSystem in Q1 2022 and has held it in 4 quarters since.
  • 254 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.