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United Capital Financial Advisors’s First Interstate BancSystem FIBK Stock Holding History

United Capital Financial 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
2022
Q1 		– Sell
-5,767
Closed -$235K – 1181
2021
Q4 		$235K Hold
5,767
– – ﹤0.01% 1100
2021
Q3 		$232K Sell
5,767
-5,577
-49% -$236K ﹤0.01% 1092
2021
Q2 		$475K Buy
11,344
+1,968
+21% +$90.8K ﹤0.01% 871
2021
Q1 		$432K Sell
9,376
-914
-9% -$40.7K ﹤0.01% 886
2020
Q4 		$420K Sell
10,290
-11,677
-53% -$443K ﹤0.01% 896
2020
Q3 		$700K Sell
21,967
-10,998
-33% -$341K ﹤0.01% 750
2020
Q2 		$1.02M Sell
32,965
-58
-0.2% -$1.77K 0.01% 662
2020
Q1 		$952K Buy
33,023
+58
+0.2% +$2.08K 0.01% 645
2019
Q4 		$1.38M Sell
32,965
-309
-0.9% -$13K 0.01% 684
2019
Q3 		$1.34M Buy
33,274
+141
+0.4% +$5.54K 0.01% 667
2019
Q2 		$1.31M Buy
+33,133
New +$1.32M 0.01% 727
2016
Q2 		– Sell
-42,423
Closed -$1.19M – 1261
2016
Q1 		$1.19M Sell
42,423
-4,190
-9% -$114K 0.01% 660
2015
Q4 		$1.35M Sell
46,613
-2,467
-5% -$71.3K 0.02% 621
2015
Q3 		$1.37M Sell
49,080
-1,253
-2% -$34.3K 0.02% 613
2015
Q2 		$1.4M Buy
50,333
+2,514
+5% +$69.7K 0.02% 662
2015
Q1 		$1.29M Buy
47,819
+9,538
+25% +$249K 0.02% 671
2014
Q4 		$1.06M Buy
38,281
+10,597
+38% +$295K 0.02% 634
2014
Q3 		$736K Buy
27,684
+5,608
+25% +$150K 0.01% 690
2014
Q2 		$600K Buy
+22,076
New +$578K 0.01% 655

Other funds holding FIBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

United Capital Financial Advisors's FIBK Position: Q1 2022 in Review

United Capital Financial Advisors sold out of First Interstate BancSystem (FIBK) in Q1 2022, closing a stake of 5,767 shares — an estimated $235K sold.

United Capital Financial Advisors first reported a position in FIBK in Q2 2014 and held it in 19 quarters. The position peaked at $1.4M in Q2 2015. 257 funds tracked by Wall St. Rank hold FIBK as of Q1 2022.

  • United Capital Financial Advisors reported no remaining First Interstate BancSystem position as of Q1 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,767 First Interstate BancSystem shares in Q1 2022, an estimated $235K.
  • United Capital Financial Advisors first reported a position in First Interstate BancSystem in Q2 2014 and held it in 19 quarters.
  • United Capital Financial Advisors's First Interstate BancSystem position peaked at $1.4M in Q2 2015.
  • 257 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q1 2022.

Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.