CPA
FBIZ icon

Capital Performance Advisors’s First Business Financial Services FBIZ Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-23
Closed -$1.05K – 1009
2024
Q3 		$1.05K Buy
+23
New +$972 ﹤0.01% 1881

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
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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital Performance Advisors's FBIZ Position: Q4 2024 in Review

Capital Performance Advisors sold out of First Business Financial Services (FBIZ) in Q4 2024, closing a stake of 23 shares — an estimated $1.05K sold.

Capital Performance Advisors first reported a position in FBIZ in Q3 2024 and held it in 1 quarter. The position peaked at $1.05K in Q3 2024. 104 funds tracked by Wall St. Rank hold FBIZ as of Q4 2024.

  • Capital Performance Advisors reported no remaining First Business Financial Services position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 23 First Business Financial Services shares in Q4 2024, an estimated $1.05K.
  • Capital Performance Advisors first reported a position in First Business Financial Services in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's First Business Financial Services position peaked at $1.05K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.