Atwood & Palmer’s First Business Financial Services FBIZ Stock Holding History

Atwood & Palmer’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
2024 Q2	–	Sell	-200	Closed	-$7.5K	–	442
2024 Q1	$7.5K	Hold	200	–	–	﹤0.01%	327
2023 Q4	$8.02K	Hold	200	–	–	﹤0.01%	326
2023 Q3	$6K	Hold	200	–	–	﹤0.01%	332
2023 Q2	$5.9K	Hold	200	–	–	﹤0.01%	341
2023 Q1	$6.1K	Hold	200	–	–	﹤0.01%	323
2022 Q4	$7.31K	Hold	200	–	–	﹤0.01%	335
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	326
2022 Q2	$6K	Hold	200	–	–	﹤0.01%	350
2022 Q1	$7K	Hold	200	–	–	﹤0.01%	385
2021 Q4	$6K	Hold	200	–	–	﹤0.01%	394
2021 Q3	$6K	Hold	200	–	–	﹤0.01%	368
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	361
2021 Q1	$5K	Hold	200	–	–	﹤0.01%	383
2020 Q4	$4K	Hold	200	–	–	﹤0.01%	349
2020 Q3	$3K	Hold	200	–	–	﹤0.01%	306
2020 Q2	$3K	Hold	200	–	–	﹤0.01%	297
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	292
2019 Q4	$5K	Hold	200	–	–	﹤0.01%	271
2019 Q3	$5K	Hold	200	–	–	﹤0.01%	274
2019 Q2	$5K	Hold	200	–	–	﹤0.01%	268
2019 Q1	$4K	Hold	200	–	–	﹤0.01%	297
2018 Q4	$4K	Hold	200	–	–	﹤0.01%	284
2018 Q3	$5K	Hold	200	–	–	﹤0.01%	280
2018 Q2	$5K	Hold	200	–	–	﹤0.01%	275
2018 Q1	$5K	Hold	200	–	–	﹤0.01%	269
2017 Q4	$4K	Hold	200	–	–	﹤0.01%	270
2017 Q3	$5K	Hold	200	–	–	﹤0.01%	273
2017 Q2	$5K	Hold	200	–	–	﹤0.01%	279
2017 Q1	$5K	Hold	200	–	–	﹤0.01%	262
2016 Q4	$5K	Buy	+200	New	+$4.44K	﹤0.01%	285

Other funds holding FBIZ

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

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 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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

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

Atwood & Palmer's FBIZ Position: Q2 2024 in Review

Atwood & Palmer sold out of First Business Financial Services (FBIZ) in Q2 2024, closing a stake of 200 shares — an estimated $7.5K sold.

Atwood & Palmer first reported a position in FBIZ in Q4 2016 and held it in 30 quarters. The position peaked at $8.02K in Q4 2023. 88 funds tracked by Wall St. Rank hold FBIZ as of Q2 2024.

Atwood & Palmer reported no remaining First Business Financial Services position as of Q2 2024 after selling out during the quarter.
Atwood & Palmer sold 200 First Business Financial Services shares in Q2 2024, an estimated $7.5K.
Atwood & Palmer first reported a position in First Business Financial Services in Q4 2016 and held it in 30 quarters.
Atwood & Palmer's First Business Financial Services position peaked at $8.02K in Q4 2023.
88 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2024.

Based on Atwood & Palmer's 13F filing for Q2 2024, filed 10 Jul 2024.