Mackenzie Financial’s First Interstate BancSystem FIBK Stock Holding History

Mackenzie Financial’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
2023 Q1	–	Sell	-5,795	Closed	-$224K	–	1551
2022 Q4	$224K	Sell	5,795 -306	-5%	-$12.9K	﹤0.01%	1203
2022 Q3	$246K	Sell	6,101 -319	-5%	-$12.8K	﹤0.01%	1164
2022 Q2	$245K	Buy	+6,420	New	+$229K	﹤0.01%	1186

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Mackenzie Financial's FIBK Position: Q1 2023 in Review

Mackenzie Financial sold out of First Interstate BancSystem (FIBK) in Q1 2023, closing a stake of 5,795 shares — an estimated $224K sold.

Mackenzie Financial first reported a position in FIBK in Q2 2022 and held it in 3 quarters. The position peaked at $246K in Q3 2022. 222 funds tracked by Wall St. Rank hold FIBK as of Q1 2023.

Mackenzie Financial reported no remaining First Interstate BancSystem position as of Q1 2023 after selling out during the quarter.
Mackenzie Financial sold 5,795 First Interstate BancSystem shares in Q1 2023, an estimated $224K.
Mackenzie Financial first reported a position in First Interstate BancSystem in Q2 2022 and held it in 3 quarters.
Mackenzie Financial's First Interstate BancSystem position peaked at $246K in Q3 2022.
222 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q1 2023.

Based on Mackenzie Financial's 13F filing for Q1 2023, filed 24 Apr 2023.