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FBIZ icon

Ergoteles’s First Business Financial Services FBIZ Stock Holding History

Ergoteles’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
2021
Q4 		– Sell
-21,914
Closed -$629K – 1343
2021
Q3 		$629K Buy
21,914
+214
+1% +$5.91K 0.02% 499
2021
Q2 		$587K Buy
+21,700
New +$572K 0.01% 730

Other funds holding FBIZ

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
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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ergoteles's FBIZ Position: Q4 2021 in Review

Ergoteles sold out of First Business Financial Services (FBIZ) in Q4 2021, closing a stake of 21,914 shares — an estimated $629K sold.

Ergoteles first reported a position in FBIZ in Q2 2021 and held it in 2 quarters. The position peaked at $629K in Q3 2021. 75 funds tracked by Wall St. Rank hold FBIZ as of Q4 2021.

  • Ergoteles reported no remaining First Business Financial Services position as of Q4 2021 after selling out during the quarter.
  • Ergoteles sold 21,914 First Business Financial Services shares in Q4 2021, an estimated $629K.
  • Ergoteles first reported a position in First Business Financial Services in Q2 2021 and held it in 2 quarters.
  • Ergoteles's First Business Financial Services position peaked at $629K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2021.

Based on Ergoteles's 13F filing for Q4 2021, filed 14 Feb 2022.