Personal Capital Advisors’s First Interstate BancSystem FIBK Stock Holding History

Personal Capital 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
2022 Q4	$11.6M	Buy	301,281 +10,376	+4%	+$439K	0.06%	168
2022 Q3	$11.7M	Buy	290,905 +10,715	+4%	+$432K	0.06%	150
2022 Q2	$10.7M	Buy	280,190 +16,588	+6%	+$591K	0.06%	167
2022 Q1	$9.69M	Buy	263,602 +21,392	+9%	+$843K	0.05%	182
2021 Q4	$9.89M	Sell	242,210 -9,998	-4%	-$415K	0.05%	180
2021 Q3	$10.2M	Buy	252,208 +9,019	+4%	+$382K	0.05%	171
2021 Q2	$10.2M	Buy	243,189 +18,854	+8%	+$870K	0.05%	168
2021 Q1	$10.3M	Buy	224,335 +51,542	+30%	+$2.29M	0.06%	153
2020 Q4	$7.04M	Buy	172,793 +22,670	+15%	+$860K	0.05%	171
2020 Q3	$4.78M	Sell	150,123 -27,196	-15%	-$843K	0.04%	175
2020 Q2	$5.49M	Buy	177,319 +11,614	+7%	+$355K	0.05%	156
2020 Q1	$4.79M	Buy	165,705 +12,505	+8%	+$449K	0.05%	160
2019 Q4	$6.42M	Buy	153,200 +60,789	+66%	+$2.55M	0.05%	147
2019 Q3	$3.72M	Buy	92,411 +11,554	+14%	+$454K	0.04%	159
2019 Q2	$3.2M	Buy	80,857 +16,023	+25%	+$640K	0.03%	162
2019 Q1	$2.58M	Buy	+64,834	New	+$2.59M	0.03%	165

Other funds holding FIBK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Personal Capital Advisors's FIBK Position: Q4 2022 in Review

Personal Capital Advisors increased its First Interstate BancSystem (FIBK) stake by 3.6% in Q4 2022, buying an estimated $439K and bringing the position to 301,281 shares worth $11.6M. The position accounts for 0.06% of the portfolio, ranked #168.

Personal Capital Advisors first reported a position in FIBK in Q1 2019 and has held it in 16 quarters since. The position peaked at $11.7M in Q3 2022. 253 funds tracked by Wall St. Rank hold FIBK as of Q4 2022.

Personal Capital Advisors held 301,281 shares of First Interstate BancSystem worth $11.6M as of Q4 2022.
Personal Capital Advisors bought 10,376 First Interstate BancSystem shares in Q4 2022, an estimated $439K.
First Interstate BancSystem made up 0.06% of Personal Capital Advisors's portfolio in Q4 2022, its #168 holding.
Personal Capital Advisors first reported a position in First Interstate BancSystem in Q1 2019 and has held it in 16 quarters since.
Personal Capital Advisors's First Interstate BancSystem position peaked at $11.7M in Q3 2022.
253 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.