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

Triad 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
Q3 		– Sell
-34
Closed -$944 – 338
2024
Q2 		$944 Buy
+34
New +$900 ﹤0.01% 881

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Triad Wealth Partners's FIBK Position: Q3 2024 in Review

Triad Wealth Partners sold out of First Interstate BancSystem (FIBK) in Q3 2024, closing a stake of 34 shares — an estimated $944 sold.

Triad Wealth Partners first reported a position in FIBK in Q2 2024 and held it in 1 quarter. The position peaked at $944 in Q2 2024. 238 funds tracked by Wall St. Rank hold FIBK as of Q3 2024.

  • Triad Wealth Partners reported no remaining First Interstate BancSystem position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 34 First Interstate BancSystem shares in Q3 2024, an estimated $944.
  • Triad Wealth Partners first reported a position in First Interstate BancSystem in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's First Interstate BancSystem position peaked at $944 in Q2 2024.
  • 238 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.