CAPTRUST Financial Advisors
FBIZ icon

CAPTRUST Financial Advisors’s First Business Financial Services FBIZ Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-17
Closed -$1K – 2713
2022
Q2 		$1K Hold
17
– – ﹤0.01% 4671
2022
Q1 		$1K Hold
17
– – ﹤0.01% 4690
2021
Q4 		$0 Sell
17
-23
-58% -$673 ﹤0.01% 4808
2021
Q3 		$1K Hold
40
– – ﹤0.01% 4421
2021
Q2 		$1K Sell
40
-91
-69% -$2.4K ﹤0.01% 4329
2021
Q1 		$3K Buy
131
+93
+245% +$2.09K ﹤0.01% 3909
2020
Q4 		$1K Buy
+38
New +$687 ﹤0.01% 3247

Other funds holding FBIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CAPTRUST Financial Advisors's FBIZ Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of First Business Financial Services (FBIZ) in Q3 2022, closing a stake of 17 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in FBIZ in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q1 2021. 86 funds tracked by Wall St. Rank hold FBIZ as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining First Business Financial Services position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 17 First Business Financial Services shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in First Business Financial Services in Q4 2020 and held it in 7 quarters.
  • CAPTRUST Financial Advisors's First Business Financial Services position peaked at $3K in Q1 2021.
  • 86 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.