CCP
FBIZ icon

Carmel Capital Partners’s First Business Financial Services FBIZ Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-25
Closed -$750 – 325
2023
Q3 		$750 Buy
+25
New +$789 ﹤0.01% 688

Other funds holding FBIZ

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Dimensional Fund Advisors
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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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Carmel Capital Partners's FBIZ Position: Q4 2023 in Review

Carmel Capital Partners sold out of First Business Financial Services (FBIZ) in Q4 2023, closing a stake of 25 shares — an estimated $750 sold.

Carmel Capital Partners first reported a position in FBIZ in Q3 2023 and held it in 1 quarter. The position peaked at $750 in Q3 2023. 84 funds tracked by Wall St. Rank hold FBIZ as of Q4 2023.

  • Carmel Capital Partners reported no remaining First Business Financial Services position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 25 First Business Financial Services shares in Q4 2023, an estimated $750.
  • Carmel Capital Partners first reported a position in First Business Financial Services in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's First Business Financial Services position peaked at $750 in Q3 2023.
  • 84 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.