TCI Wealth Advisors’s First Interstate BancSystem FIBK Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-358	Closed	-$10.7K	–	921
2023 Q1	$10.7K	Buy	358 +175	+96%	+$6.16K	﹤0.01%	1053
2022 Q4	$7.07K	Hold	183	–	–	﹤0.01%	1303
2022 Q3	$7K	Buy	183 +4	+2%	+$161	﹤0.01%	1244
2022 Q2	$7K	Sell	179 -89	-33%	-$3.17K	﹤0.01%	1236
2022 Q1	$10K	Buy	268 +179	+201%	+$7.06K	﹤0.01%	1087
2021 Q4	$4K	Sell	89 -51	-36%	-$2.12K	﹤0.01%	1809
2021 Q3	$6K	Buy	+140	New	+$5.93K	﹤0.01%	1451

Other funds holding FIBK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TCI Wealth Advisors's FIBK Position: Q2 2023 in Review

TCI Wealth Advisors sold out of First Interstate BancSystem (FIBK) in Q2 2023, closing a stake of 358 shares — an estimated $10.7K sold.

TCI Wealth Advisors first reported a position in FIBK in Q3 2021 and held it in 7 quarters. The position peaked at $10.7K in Q1 2023. 213 funds tracked by Wall St. Rank hold FIBK as of Q2 2023.

TCI Wealth Advisors reported no remaining First Interstate BancSystem position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 358 First Interstate BancSystem shares in Q2 2023, an estimated $10.7K.
TCI Wealth Advisors first reported a position in First Interstate BancSystem in Q3 2021 and held it in 7 quarters.
TCI Wealth Advisors's First Interstate BancSystem position peaked at $10.7K in Q1 2023.
213 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.