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Lenox Wealth Advisors’s First Interstate BancSystem FIBK Stock Holding History

Lenox Wealth Advisors’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
2021
Q2 		– Sell
-41
Closed -$2K – 732
2021
Q1 		$2K Buy
+41
New +$1.82K ﹤0.01% 601

Other funds holding FIBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lenox Wealth Advisors's FIBK Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of First Interstate BancSystem (FIBK) in Q2 2021, closing a stake of 41 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in FIBK in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 179 funds tracked by Wall St. Rank hold FIBK as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining First Interstate BancSystem position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 41 First Interstate BancSystem shares in Q2 2021, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in First Interstate BancSystem in Q1 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's First Interstate BancSystem position peaked at $2K in Q1 2021.
  • 179 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.