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WealthCollab’s Financial Institutions FISI Stock Holding History

WealthCollab’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
2024
Q2 		– Sell
-263
Closed -$4.95K – 879
2024
Q1 		$4.95K Hold
263
– – ﹤0.01% 600
2023
Q4 		$5.6K Buy
+263
New +$4.69K ﹤0.01% 543

Other funds holding FISI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WealthCollab's FISI Position: Q2 2024 in Review

WealthCollab sold out of Financial Institutions (FISI) in Q2 2024, closing a stake of 263 shares — an estimated $4.95K sold.

WealthCollab first reported a position in FISI in Q4 2023 and held it in 2 quarters. The position peaked at $5.6K in Q4 2023. 106 funds tracked by Wall St. Rank hold FISI as of Q2 2024.

  • WealthCollab reported no remaining Financial Institutions position as of Q2 2024 after selling out during the quarter.
  • WealthCollab sold 263 Financial Institutions shares in Q2 2024, an estimated $4.95K.
  • WealthCollab first reported a position in Financial Institutions in Q4 2023 and held it in 2 quarters.
  • WealthCollab's Financial Institutions position peaked at $5.6K in Q4 2023.
  • 106 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2024.

Based on WealthCollab's 13F filing for Q2 2024, filed 13 Aug 2024.