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Dorsey Wright & Associates’s First Business Financial Services FBIZ Stock Holding History

Dorsey Wright & Associates’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
Q2 		– Sell
-713
Closed -$21.8K – 305
2023
Q1 		$21.8K Sell
713
-81
-10% -$2.77K 0.01% 216
2022
Q4 		$29K Buy
+794
New +$29.2K 0.01% 183
2022
Q2 		$40K Buy
+1,288
New +$43K 0.01% 179

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
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 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 $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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Dorsey Wright & Associates's FBIZ Position: Q2 2023 in Review

Dorsey Wright & Associates sold out of First Business Financial Services (FBIZ) in Q2 2023, closing a stake of 713 shares — an estimated $21.8K sold.

Dorsey Wright & Associates first reported a position in FBIZ in Q2 2022 and held it in 3 quarters. The position peaked at $40K in Q2 2022. 80 funds tracked by Wall St. Rank hold FBIZ as of Q2 2023.

  • Dorsey Wright & Associates reported no remaining First Business Financial Services position as of Q2 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 713 First Business Financial Services shares in Q2 2023, an estimated $21.8K.
  • Dorsey Wright & Associates first reported a position in First Business Financial Services in Q2 2022 and held it in 3 quarters.
  • Dorsey Wright & Associates's First Business Financial Services position peaked at $40K in Q2 2022.
  • 80 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2023.

Based on Dorsey Wright & Associates's 13F filing for Q2 2023, filed 26 Jul 2023.