Ken Fisher’s Financial Institutions FISI Stock Holding History

Ken Fisher’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
2023 Q2	–	Sell	-637	Closed	-$12.5K	–	1175
2023 Q1	$12.5K	Buy	+637	New	+$14.9K	﹤0.01%	1045

Other funds holding FISI

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ken Fisher's FISI Position: Q2 2023 in Review

Ken Fisher sold out of Financial Institutions (FISI) in Q2 2023, closing a stake of 637 shares — an estimated $12.5K sold.

Ken Fisher first reported a position in FISI in Q1 2023 and held it in 1 quarter. The position peaked at $12.5K in Q1 2023. 103 funds tracked by Wall St. Rank hold FISI as of Q2 2023.

Ken Fisher reported no remaining Financial Institutions position as of Q2 2023 after selling out during the quarter.
Ken Fisher sold 637 Financial Institutions shares in Q2 2023, an estimated $12.5K.
Ken Fisher first reported a position in Financial Institutions in Q1 2023 and held it in 1 quarter.
Ken Fisher's Financial Institutions position peaked at $12.5K in Q1 2023.
103 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2023.

Based on Fisher Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.