West Financial Advisors’s First Interstate BancSystem FIBK Stock Holding History

West 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
2024 Q4	–	Sell	-6,332	Closed	-$194K	–	213
2024 Q3	$194K	Hold	6,332	–	–	0.04%	56
2024 Q2	$176K	Hold	6,332	–	–	0.04%	59
2024 Q1	$172K	Hold	6,332	–	–	0.04%	59
2023 Q4	$195K	Hold	6,332	–	–	0.04%	54
2023 Q3	$158K	Hold	6,332	–	–	0.04%	60
2023 Q2	$151K	Hold	6,332	–	–	0.04%	59
2023 Q1	$189K	Buy	6,332 +2,120	+50%	+$74.6K	0.05%	55
2022 Q4	$163K	Hold	4,212	–	–	0.05%	55
2022 Q3	$170K	Hold	4,212	–	–	0.05%	59
2022 Q2	$161K	Hold	4,212	–	–	0.05%	58
2022 Q1	$155K	Buy	+4,212	New	+$166K	0.04%	64

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

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 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

West Financial Advisors's FIBK Position: Q4 2024 in Review

West Financial Advisors sold out of First Interstate BancSystem (FIBK) in Q4 2024, closing a stake of 6,332 shares — an estimated $194K sold.

West Financial Advisors first reported a position in FIBK in Q1 2022 and held it in 11 quarters. The position peaked at $195K in Q4 2023. 241 funds tracked by Wall St. Rank hold FIBK as of Q4 2024.

West Financial Advisors reported no remaining First Interstate BancSystem position as of Q4 2024 after selling out during the quarter.
West Financial Advisors sold 6,332 First Interstate BancSystem shares in Q4 2024, an estimated $194K.
West Financial Advisors first reported a position in First Interstate BancSystem in Q1 2022 and held it in 11 quarters.
West Financial Advisors's First Interstate BancSystem position peaked at $195K in Q4 2023.
241 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q4 2024.

Based on West Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.