Ten Capital Wealth Advisors’s First Interstate BancSystem FIBK Stock Holding History

Ten Capital 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	$298K	Sell	12,516 -168	-1%	-$4.24K	0.09%	99
2023 Q1	$379K	Buy	12,684 +131	+1%	+$4.61K	0.12%	55
2022 Q4	$485K	Buy	12,553 +2,431	+24%	+$103K	0.19%	45
2022 Q3	$408K	Buy	10,122 +99	+1%	+$3.99K	0.19%	49
2022 Q2	$382K	Buy	10,023 +187	+2%	+$6.67K	0.17%	51
2022 Q1	$362K	Buy	9,836 +126	+1%	+$4.97K	0.15%	49
2021 Q4	$395K	Buy	9,710 +90	+0.9%	+$3.74K	0.16%	44
2021 Q3	$387K	Buy	9,620 +87	+0.9%	+$3.69K	0.18%	44
2021 Q2	$399K	Sell	9,533 -1,898	-17%	-$87.6K	0.09%	101
2021 Q1	$526K	Buy	11,431 +105	+0.9%	+$4.67K	0.13%	90
2020 Q4	$462K	Buy	11,326 +108	+1%	+$4.1K	0.13%	94
2020 Q3	$357K	Buy	+11,218	New	+$348K	0.12%	86

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 $1.92B AUM 19.65% 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

Ten Capital Wealth Advisors's FIBK Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its First Interstate BancSystem (FIBK) stake by 1.3% in Q2 2023, selling an estimated $4.24K and leaving 12,516 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #99.

Ten Capital Wealth Advisors first reported a position in FIBK in Q3 2020 and has held it in 12 quarters since. The position peaked at $526K in Q1 2021. 213 funds tracked by Wall St. Rank hold FIBK as of Q2 2023.

Ten Capital Wealth Advisors held 12,516 shares of First Interstate BancSystem worth $298K as of Q2 2023.
Ten Capital Wealth Advisors sold 168 First Interstate BancSystem shares in Q2 2023, an estimated $4.24K.
First Interstate BancSystem made up 0.09% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #99 holding.
Ten Capital Wealth Advisors first reported a position in First Interstate BancSystem in Q3 2020 and has held it in 12 quarters since.
Ten Capital Wealth Advisors's First Interstate BancSystem position peaked at $526K in Q1 2021.
213 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.