Bank of Montreal’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18,111
| Closed | -$576K | – | 3931 |
|
|
2023
Q2 | $576K | Buy |
+18,111
| New | +$513K | ﹤0.01% | 2491 |
|
|
2021
Q2 | – | Sell |
-4,153
| Closed | -$101K | – | 4070 |
|
|
2021
Q1 | $101K | Sell |
4,153
-1,032
| -20% | -$23.2K | ﹤0.01% | 3374 |
|
|
2020
Q4 | $102K | Buy |
5,185
+887
| +21% | +$16K | ﹤0.01% | 3569 |
|
|
2020
Q3 | $65K | Sell |
4,298
-279
| -6% | -$4.33K | ﹤0.01% | 3306 |
|
|
2020
Q2 | $66K | Sell |
4,577
-4,911
| -52% | -$76.8K | ﹤0.01% | 3287 |
|
|
2020
Q1 | $131K | Sell |
9,488
-497
| -5% | -$11.4K | ﹤0.01% | 2492 |
|
|
2019
Q4 | $264K | Sell |
9,985
-3,790
| -28% | -$94K | ﹤0.01% | 3007 |
|
|
2019
Q3 | $331K | Buy |
13,775
+139
| +1% | +$3.27K | ﹤0.01% | 2645 |
|
|
2019
Q2 | $320K | Buy |
13,636
+867
| +7% | +$19.7K | ﹤0.01% | 2678 |
|
|
2019
Q1 | $256K | Sell |
12,769
-627
| -5% | -$13.3K | ﹤0.01% | 2608 |
|
|
2018
Q4 | $261K | Sell |
13,396
-31
| -0.2% | -$642 | ﹤0.01% | 2458 |
|
|
2018
Q3 | $311K | Sell |
13,427
-342
| -2% | -$8.05K | ﹤0.01% | 2545 |
|
|
2018
Q2 | $358K | Sell |
13,769
-114
| -0.8% | -$2.95K | ﹤0.01% | 2491 |
|
|
2018
Q1 | $350K | Sell |
13,883
-2,000
| -13% | -$48.1K | ﹤0.01% | 2369 |
|
|
2017
Q4 | $352K | Buy |
15,883
+374
| +2% | +$8.46K | ﹤0.01% | 2439 |
|
|
2017
Q3 | $353K | Hold |
15,509
| – | – | ﹤0.01% | 2429 |
|
|
2017
Q2 | $358K | Sell |
15,509
-170
| -1% | -$4.16K | ﹤0.01% | 2404 |
|
|
2017
Q1 | $407K | Buy |
15,679
+11
| +0.1% | +$273 | ﹤0.01% | 2177 |
|
|
2016
Q4 | $343K | Hold |
15,668
| – | – | ﹤0.01% | 2266 |
|
|
2016
Q3 | $368K | Hold |
15,668
| – | – | ﹤0.01% | 2197 |
|
|
2016
Q2 | $368K | Buy |
15,668
+92
| +0.6% | +$2.23K | ﹤0.01% | 2212 |
|
|
2016
Q1 | $357K | Sell |
15,576
-537
| -3% | -$12K | ﹤0.01% | 2179 |
|
|
2015
Q4 | $403K | Sell |
16,113
-7,643
| -32% | -$191K | ﹤0.01% | 2074 |
|
|
2015
Q3 | $559K | Hold |
23,756
| – | – | ﹤0.01% | 1808 |
|
|
2015
Q2 | $557K | Sell |
23,756
-2,744
| -10% | -$61.8K | ﹤0.01% | 1913 |
|
|
2015
Q1 | $573K | Sell |
26,500
-1,848
| -7% | -$42K | ﹤0.01% | 1859 |
|
|
2014
Q4 | $679K | Sell |
28,348
-3,804
| -12% | -$85.9K | ﹤0.01% | 1908 |
|
|
2014
Q3 | $706K | Buy |
32,152
+12,244
| +62% | +$276K | ﹤0.01% | 1927 |
|
|
2014
Q2 | $468K | Buy |
19,908
+7,852
| +65% | +$181K | ﹤0.01% | 2123 |
|
|
2014
Q1 | $284K | Sell |
12,056
-11,354
| -49% | -$239K | ﹤0.01% | 2355 |
|
|
2013
Q4 | $440K | Buy |
23,410
+11,354
| +94% | +$202K | ﹤0.01% | 1869 |
|
|
2013
Q3 | $197K | Sell |
12,056
-4,760
| -28% | -$77.1K | ﹤0.01% | 2244 |
|
|
2013
Q2 | $252K | Buy |
+16,816
| New | +$237K | ﹤0.01% | 2078 |
|
Other funds holding FBIZ
BFC
FBFS
MI
PRCP
Bank of Montreal's FBIZ Position: Q3 2023 in Review
Bank of Montreal sold out of First Business Financial Services (FBIZ) in Q3 2023, closing a stake of 18,111 shares — an estimated $576K sold.
Bank of Montreal first reported a position in FBIZ in Q2 2013 and held it in 33 quarters. The position peaked at $706K in Q3 2014. 82 funds tracked by Wall St. Rank hold FBIZ as of Q3 2023.
- Bank of Montreal reported no remaining First Business Financial Services position as of Q3 2023 after selling out during the quarter.
- Bank of Montreal sold 18,111 First Business Financial Services shares in Q3 2023, an estimated $576K.
- Bank of Montreal first reported a position in First Business Financial Services in Q2 2013 and held it in 33 quarters.
- Bank of Montreal's First Business Financial Services position peaked at $706K in Q3 2014.
- 82 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2023.
Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.