AWA
FMBI

Arkadios Wealth Advisors’s First Midwest Bancorp Inc/IL FMBI Stock Holding History

Arkadios Wealth Advisors’s Portfolio FMBI Stock Details FMBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-680
Closed -$12K – 1938
2021
Q3 		$12K Buy
680
+5
+0.7% +$92 ﹤0.01% 1402
2021
Q2 		$13K Buy
675
+4
+0.6% +$84 ﹤0.01% 1469
2021
Q1 		$14K Buy
+671
New +$13.1K ﹤0.01% 1096

Other funds holding FMBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Arkadios Wealth Advisors's FMBI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of First Midwest Bancorp Inc/IL (FMBI) in Q4 2021, closing a stake of 680 shares — an estimated $12K sold.

Arkadios Wealth Advisors first reported a position in FMBI in Q1 2021 and held it in 3 quarters. The position peaked at $14K in Q1 2021. 206 funds tracked by Wall St. Rank hold FMBI as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining First Midwest Bancorp Inc/IL position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 680 First Midwest Bancorp Inc/IL shares in Q4 2021, an estimated $12K.
  • Arkadios Wealth Advisors first reported a position in First Midwest Bancorp Inc/IL in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's First Midwest Bancorp Inc/IL position peaked at $14K in Q1 2021.
  • 206 funds tracked by Wall St. Rank held First Midwest Bancorp Inc/IL as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.