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Aquatic Capital Management’s First Business Financial Services FBIZ Stock Holding History

Aquatic Capital Management’s Portfolio FBIZ Stock Details FBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
Closed -$6K – 1416
2023
Q3 		$6K Hold
200
– – ﹤0.01% 1157
2023
Q2 		$6K Sell
200
-200
-50% -$5.67K ﹤0.01% 1233
2023
Q1 		$12K Buy
400
+100
+33% +$3.42K ﹤0.01% 1101
2022
Q4 		$11K Buy
+300
New +$11K ﹤0.01% 1212

Other funds holding FBIZ

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Aquatic Capital Management's FBIZ Position: Q4 2023 in Review

Aquatic Capital Management sold out of First Business Financial Services (FBIZ) in Q4 2023, closing a stake of 200 shares — an estimated $6K sold.

Aquatic Capital Management first reported a position in FBIZ in Q4 2022 and held it in 4 quarters. The position peaked at $12K in Q1 2023. 84 funds tracked by Wall St. Rank hold FBIZ as of Q4 2023.

  • Aquatic Capital Management reported no remaining First Business Financial Services position as of Q4 2023 after selling out during the quarter.
  • Aquatic Capital Management sold 200 First Business Financial Services shares in Q4 2023, an estimated $6K.
  • Aquatic Capital Management first reported a position in First Business Financial Services in Q4 2022 and held it in 4 quarters.
  • Aquatic Capital Management's First Business Financial Services position peaked at $12K in Q1 2023.
  • 84 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2023.

Based on Aquatic Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.