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IndexIQ Advisors’s Financial Institutions FISI Stock Holding History

IndexIQ Advisors’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
Q1 		– Sell
-13,942
Closed -$443K – 1383
2021
Q4 		$443K Sell
13,942
-901
-6% -$28.8K 0.01% 680
2021
Q3 		$455K Buy
14,843
+1,487
+11% +$45K 0.02% 661
2021
Q2 		$401K Sell
13,356
-50
-0.4% -$1.56K 0.01% 720
2021
Q1 		$406K Buy
+13,406
New +$362K 0.01% 563
2018
Q1 		– Sell
-42,754
Closed -$1.33M – 596
2017
Q4 		$1.33M Buy
42,754
+16,448
+63% +$517K 0.05% 313
2017
Q3 		$758K Buy
26,306
+11,946
+83% +$337K 0.03% 377
2017
Q2 		$428K Buy
+14,360
New +$455K 0.02% 395

Other funds holding FISI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IndexIQ Advisors's FISI Position: Q1 2022 in Review

IndexIQ Advisors sold out of Financial Institutions (FISI) in Q1 2022, closing a stake of 13,942 shares — an estimated $443K sold.

IndexIQ Advisors first reported a position in FISI in Q2 2017 and held it in 7 quarters. The position peaked at $1.33M in Q4 2017. 130 funds tracked by Wall St. Rank hold FISI as of Q1 2022.

  • IndexIQ Advisors reported no remaining Financial Institutions position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 13,942 Financial Institutions shares in Q1 2022, an estimated $443K.
  • IndexIQ Advisors first reported a position in Financial Institutions in Q2 2017 and held it in 7 quarters.
  • IndexIQ Advisors's Financial Institutions position peaked at $1.33M in Q4 2017.
  • 130 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.