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Sierra Summit Advisors’s First Interstate BancSystem FIBK Stock Holding History

Sierra Summit 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
2024
Q1 		– Sell
-8,654
Closed -$266K – 175
2023
Q4 		$266K Buy
+8,654
New +$225K 0.08% 152

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sierra Summit Advisors's FIBK Position: Q1 2024 in Review

Sierra Summit Advisors sold out of First Interstate BancSystem (FIBK) in Q1 2024, closing a stake of 8,654 shares — an estimated $266K sold.

Sierra Summit Advisors first reported a position in FIBK in Q4 2023 and held it in 1 quarter. The position peaked at $266K in Q4 2023. 226 funds tracked by Wall St. Rank hold FIBK as of Q1 2024.

  • Sierra Summit Advisors reported no remaining First Interstate BancSystem position as of Q1 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 8,654 First Interstate BancSystem shares in Q1 2024, an estimated $266K.
  • Sierra Summit Advisors first reported a position in First Interstate BancSystem in Q4 2023 and held it in 1 quarter.
  • Sierra Summit Advisors's First Interstate BancSystem position peaked at $266K in Q4 2023.
  • 226 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q1 2024.

Based on Sierra Summit Advisors's 13F filing for Q1 2024, filed 9 May 2024.