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Kestra Advisory Services’s Financial Institutions FISI Stock Holding History

Kestra Advisory Services’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
-6,772
Closed -$215K – 2053
2021
Q4 		$215K Buy
+6,772
New +$216K ﹤0.01% 1835

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Fidelity Investments
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
State Street
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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

Kestra Advisory Services's FISI Position: Q1 2022 in Review

Kestra Advisory Services sold out of Financial Institutions (FISI) in Q1 2022, closing a stake of 6,772 shares — an estimated $215K sold.

Kestra Advisory Services first reported a position in FISI in Q4 2021 and held it in 1 quarter. The position peaked at $215K in Q4 2021. 130 funds tracked by Wall St. Rank hold FISI as of Q1 2022.

  • Kestra Advisory Services reported no remaining Financial Institutions position as of Q1 2022 after selling out during the quarter.
  • Kestra Advisory Services sold 6,772 Financial Institutions shares in Q1 2022, an estimated $215K.
  • Kestra Advisory Services first reported a position in Financial Institutions in Q4 2021 and held it in 1 quarter.
  • Kestra Advisory Services's Financial Institutions position peaked at $215K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2022.

Based on Kestra Advisory Services's 13F filing for Q1 2022, filed 26 Apr 2022.