Loveless Wealth Management’s First Interstate BancSystem FIBK Stock Holding History

Loveless 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
2022 Q2	$1.68M	Hold	43,980	–	–	1.1%	31
2022 Q1	$1.62M	Sell	43,980 -275	-0.6%	-$10.8K	0.91%	39
2021 Q4	$1.8M	Buy	44,255 +100	+0.2%	+$4.15K	0.99%	40
2021 Q3	$1.78M	Buy	44,155 +385	+0.9%	+$16.3K	1.08%	32
2021 Q2	$1.83M	Sell	43,770 -265	-0.6%	-$12.2K	1.11%	32
2021 Q1	$2.03M	Hold	44,035	–	–	1.34%	25
2020 Q4	$1.79M	Sell	44,035 -991	-2%	-$37.6K	1.32%	27
2020 Q3	$1.43M	Buy	45,026 +868	+2%	+$26.9K	1.21%	30
2020 Q2	$1.37M	Buy	44,158 +2,219	+5%	+$67.8K	1.27%	26
2020 Q1	$1.21M	Buy	41,939 +287	+0.7%	+$10.3K	1.43%	27
2019 Q4	$1.73M	Buy	+41,652	New	+$1.75M	1.49%	19

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

FIB

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Loveless Wealth Management's FIBK Position: Q2 2022 in Review

Loveless Wealth Management held its First Interstate BancSystem (FIBK) position steady in Q2 2022 at 43,980 shares worth $1.68M. The position accounts for 1.1% of the portfolio, ranked #31.

Loveless Wealth Management first reported a position in FIBK in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.03M in Q1 2021. 233 funds tracked by Wall St. Rank hold FIBK as of Q2 2022.

Loveless Wealth Management held 43,980 shares of First Interstate BancSystem worth $1.68M as of Q2 2022.
Loveless Wealth Management left its First Interstate BancSystem share count unchanged in Q2 2022.
First Interstate BancSystem made up 1.1% of Loveless Wealth Management's portfolio in Q2 2022, its #31 holding.
Loveless Wealth Management first reported a position in First Interstate BancSystem in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's First Interstate BancSystem position peaked at $2.03M in Q1 2021.
233 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.