ICA Group Wealth Management’s First Interstate BancSystem FIBK Stock Holding History

ICA Group Wealth Management’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 Q2	$99.1K	Sell	3,570 -1,275	-26%	-$33.8K	0.06%	175
2024 Q1	$132K	Sell	4,845 -500	-9%	-$13.7K	0.03%	351
2023 Q4	$164K	Buy	+5,345	New	+$139K	0.04%	284
2023 Q3	–	Sell	-7,463	Closed	-$178K	–	555
2023 Q2	$178K	Buy	7,463 +235	+3%	+$5.92K	0.04%	246
2023 Q1	$216K	Buy	7,228 +4,828	+201%	+$170K	0.05%	228
2022 Q4	$92.8K	Buy	+2,400	New	+$102K	0.02%	382

Other funds holding FIBK

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

ICA Group Wealth Management's FIBK Position: Q2 2024 in Review

ICA Group Wealth Management reduced its First Interstate BancSystem (FIBK) stake by 26% in Q2 2024, selling an estimated $33.8K and leaving 3,570 shares worth $99.1K. The position accounts for 0.06% of the portfolio, ranked #175.

ICA Group Wealth Management first reported a position in FIBK in Q4 2022 and has held it in 6 quarters since. The position peaked at $216K in Q1 2023. 219 funds tracked by Wall St. Rank hold FIBK as of Q2 2024.

ICA Group Wealth Management held 3,570 shares of First Interstate BancSystem worth $99.1K as of Q2 2024.
ICA Group Wealth Management sold 1,275 First Interstate BancSystem shares in Q2 2024, an estimated $33.8K.
First Interstate BancSystem made up 0.06% of ICA Group Wealth Management's portfolio in Q2 2024, its #175 holding.
ICA Group Wealth Management first reported a position in First Interstate BancSystem in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's First Interstate BancSystem position peaked at $216K in Q1 2023.
219 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.