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

Sowell 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
2021 Q2	–	Sell	-128	Closed	-$6K	–	1264
2021 Q1	$6K	Buy	+128	New	+$5.7K	﹤0.01%	2525
2020 Q4	–	Sell	-36	Closed	-$1K	–	2735
2020 Q3	$1K	Sell	36 -79	-69%	-$2.45K	﹤0.01%	2359
2020 Q2	$4K	Hold	115	–	–	﹤0.01%	1957
2020 Q1	$3K	Sell	115 -14	-11%	-$502	﹤0.01%	1978
2019 Q4	$5K	Buy	129 +14	+12%	+$587	﹤0.01%	1903
2019 Q3	$5K	Buy	+115	New	+$4.52K	﹤0.01%	1762

Other funds holding FIBK

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Sowell Financial Services's FIBK Position: Q2 2021 in Review

Sowell Financial Services sold out of First Interstate BancSystem (FIBK) in Q2 2021, closing a stake of 128 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in FIBK in Q3 2019 and held it in 6 quarters. The position peaked at $6K in Q1 2021. 179 funds tracked by Wall St. Rank hold FIBK as of Q2 2021.

Sowell Financial Services reported no remaining First Interstate BancSystem position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 128 First Interstate BancSystem shares in Q2 2021, an estimated $6K.
Sowell Financial Services first reported a position in First Interstate BancSystem in Q3 2019 and held it in 6 quarters.
Sowell Financial Services's First Interstate BancSystem position peaked at $6K in Q1 2021.
179 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.