EI
FBIZ icon

Ellevest Inc’s First Business Financial Services FBIZ Stock Holding History

Ellevest Inc’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
2020
Q3 		– Sell
-4
Closed – – 1184
2020
Q2 		$0 Hold
4
– – ﹤0.01% 1188
2020
Q1 		$0 Hold
4
– – ﹤0.01% 1144
2019
Q4 		$0 Buy
+4
New +$99 ﹤0.01% 986

Other funds holding FBIZ

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BlackRock
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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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ellevest Inc's FBIZ Position: Q3 2020 in Review

Ellevest Inc sold out of First Business Financial Services (FBIZ) in Q3 2020, closing a stake of 4 shares.

Ellevest Inc first reported a position in FBIZ in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2020. 73 funds tracked by Wall St. Rank hold FBIZ as of Q3 2020.

  • Ellevest Inc reported no remaining First Business Financial Services position as of Q3 2020 after selling out during the quarter.
  • Ellevest Inc sold 4 First Business Financial Services shares in Q3 2020.
  • Ellevest Inc first reported a position in First Business Financial Services in Q4 2019 and held it in 3 quarters.
  • Ellevest Inc's First Business Financial Services position peaked at $0 in Q2 2020.
  • 73 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2020.

Based on Ellevest Inc's 13F filing for Q3 2020, filed 26 Oct 2020.