Plancorp LLC’s First Interstate BancSystem FIBK Stock Holding History

Plancorp LLC’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 Q2	–	Sell	-7,017	Closed	-$210K	–	245
2023 Q1	$210K	Buy	7,017 +226	+3%	+$7.96K	0.01%	241
2022 Q4	$262K	Hold	6,791	–	–	0.02%	207
2022 Q3	$274K	Hold	6,791	–	–	0.02%	187
2022 Q2	$259K	Hold	6,791	–	–	0.02%	195
2022 Q1	$250K	Hold	6,791	–	–	0.02%	218
2021 Q4	$276K	Hold	6,791	–	–	0.02%	206
2021 Q3	$273K	Hold	6,791	–	–	0.02%	197
2021 Q2	$284K	Hold	6,791	–	–	0.02%	181
2021 Q1	$313K	Hold	6,791	–	–	0.07%	157
2020 Q4	$277K	Sell	6,791 -789	-10%	-$29.9K	0.07%	167
2020 Q3	$241K	Buy	+7,580	New	+$235K	0.07%	160

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

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

FIB

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Plancorp LLC's FIBK Position: Q2 2023 in Review

Plancorp LLC sold out of First Interstate BancSystem (FIBK) in Q2 2023, closing a stake of 7,017 shares — an estimated $210K sold.

Plancorp LLC first reported a position in FIBK in Q3 2020 and held it in 11 quarters. The position peaked at $313K in Q1 2021. 212 funds tracked by Wall St. Rank hold FIBK as of Q2 2023.

Plancorp LLC reported no remaining First Interstate BancSystem position as of Q2 2023 after selling out during the quarter.
Plancorp LLC sold 7,017 First Interstate BancSystem shares in Q2 2023, an estimated $210K.
Plancorp LLC first reported a position in First Interstate BancSystem in Q3 2020 and held it in 11 quarters.
Plancorp LLC's First Interstate BancSystem position peaked at $313K in Q1 2021.
212 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2023.

Based on Plancorp LLC's 13F filing for Q2 2023, filed 26 Jul 2023.