TFO Wealth Partners’s First Interstate BancSystem FIBK Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-3	Closed	-$82	–	302
2024 Q1	$82	Hold	3	–	–	﹤0.01%	667
2023 Q4	$92	Hold	3	–	–	﹤0.01%	806
2023 Q3	$72	Hold	3	–	–	﹤0.01%	1017
2023 Q2	$72	Hold	3	–	–	﹤0.01%	723
2023 Q1	$90	Sell	3 -2	-40%	-$70	﹤0.01%	673
2022 Q4	$130	Buy	+5	New	+$211	﹤0.01%	715

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

TFO Wealth Partners's FIBK Position: Q2 2024 in Review

TFO Wealth Partners sold out of First Interstate BancSystem (FIBK) in Q2 2024, closing a stake of 3 shares — an estimated $82 sold.

TFO Wealth Partners first reported a position in FIBK in Q4 2022 and held it in 6 quarters. The position peaked at $130 in Q4 2022. 219 funds tracked by Wall St. Rank hold FIBK as of Q2 2024.

TFO Wealth Partners reported no remaining First Interstate BancSystem position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 3 First Interstate BancSystem shares in Q2 2024, an estimated $82.
TFO Wealth Partners first reported a position in First Interstate BancSystem in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's First Interstate BancSystem position peaked at $130 in Q4 2022.
219 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.