Vectors Research Management’s Financial Institutions FISI Stock Holding History

Vectors Research Management’s Portfolio FISI Stock Details FISI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,200	Closed	-$135K	–	262
2022 Q2	$135K	Hold	5,200	–	–	0.03%	159
2022 Q1	$157K	Hold	5,200	–	–	0.03%	157
2021 Q4	$165K	Hold	5,200	–	–	0.03%	174
2021 Q3	$159K	Hold	5,200	–	–	0.04%	169
2021 Q2	$156K	Hold	5,200	–	–	0.04%	166
2021 Q1	$158K	Buy	5,200 +1,100	+27%	+$29.7K	0.04%	155
2020 Q4	$92K	Hold	4,100	–	–	0.03%	165
2020 Q3	$63K	Hold	4,100	–	–	0.02%	165
2020 Q2	$76K	Hold	4,100	–	–	0.03%	157
2020 Q1	$74K	Hold	4,100	–	–	0.04%	143
2019 Q4	$132K	Hold	4,100	–	–	0.05%	127
2019 Q3	$124K	Hold	4,100	–	–	0.06%	129
2019 Q2	$120K	Hold	4,100	–	–	0.06%	125
2019 Q1	$111K	Buy	+4,100	New	+$115K	0.06%	129
2018 Q4	–	Sell	-4,100	Closed	-$137K	–	686
2018 Q3	$137K	Buy	+4,100	New	+$133K	0.08%	128

Other funds holding FISI

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CNC

Canandaigua National Corp Canandaigua, New York $1.12B AUM

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vectors Research Management's FISI Position: Q3 2022 in Review

Vectors Research Management sold out of Financial Institutions (FISI) in Q3 2022, closing a stake of 5,200 shares — an estimated $135K sold.

Vectors Research Management first reported a position in FISI in Q3 2018 and held it in 15 quarters. The position peaked at $165K in Q4 2021. 112 funds tracked by Wall St. Rank hold FISI as of Q3 2022.

Vectors Research Management reported no remaining Financial Institutions position as of Q3 2022 after selling out during the quarter.
Vectors Research Management sold 5,200 Financial Institutions shares in Q3 2022, an estimated $135K.
Vectors Research Management first reported a position in Financial Institutions in Q3 2018 and held it in 15 quarters.
Vectors Research Management's Financial Institutions position peaked at $165K in Q4 2021.
112 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2022.

Based on Vectors Research Management's 13F filing for Q3 2022, filed 8 Nov 2022.