AWM
FBIZ icon

Avior Wealth Management’s First Business Financial Services FBIZ Stock Holding History

Avior Wealth 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
2024
Q2 		– Sell
-2
Closed -$75 – 2750
2024
Q1 		$75 Buy
+2
New +$72 ﹤0.01% 3310

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

Avior Wealth Management's FBIZ Position: Q2 2024 in Review

Avior Wealth Management sold out of First Business Financial Services (FBIZ) in Q2 2024, closing a stake of 2 shares — an estimated $75 sold.

Avior Wealth Management first reported a position in FBIZ in Q1 2024 and held it in 1 quarter. The position peaked at $75 in Q1 2024. 88 funds tracked by Wall St. Rank hold FBIZ as of Q2 2024.

  • Avior Wealth Management reported no remaining First Business Financial Services position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 First Business Financial Services shares in Q2 2024, an estimated $75.
  • Avior Wealth Management first reported a position in First Business Financial Services in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's First Business Financial Services position peaked at $75 in Q1 2024.
  • 88 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.