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Prospera Financial Services’s First Interstate BancSystem FIBK Stock Holding History

Prospera Financial Services’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
Q4 		– Sell
-21,062
Closed -$525K – 1072
2023
Q3 		$525K Buy
21,062
+8,211
+64% +$214K 0.02% 597
2023
Q2 		$306K Buy
+12,851
New +$324K 0.01% 787

Other funds holding FIBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prospera Financial Services's FIBK Position: Q4 2023 in Review

Prospera Financial Services sold out of First Interstate BancSystem (FIBK) in Q4 2023, closing a stake of 21,062 shares — an estimated $525K sold.

Prospera Financial Services first reported a position in FIBK in Q2 2023 and held it in 2 quarters. The position peaked at $525K in Q3 2023. 207 funds tracked by Wall St. Rank hold FIBK as of Q4 2023.

  • Prospera Financial Services reported no remaining First Interstate BancSystem position as of Q4 2023 after selling out during the quarter.
  • Prospera Financial Services sold 21,062 First Interstate BancSystem shares in Q4 2023, an estimated $525K.
  • Prospera Financial Services first reported a position in First Interstate BancSystem in Q2 2023 and held it in 2 quarters.
  • Prospera Financial Services's First Interstate BancSystem position peaked at $525K in Q3 2023.
  • 207 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q4 2023.

Based on Prospera Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.