HWMA
FMBI

Heritage Wealth Management (Arizona)’s First Midwest Bancorp Inc/IL FMBI Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio FMBI Stock Details FMBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$4K Hold
229
– – ﹤0.01% 770
2021
Q2 		$5K Hold
229
– – ﹤0.01% 759
2021
Q1 		$5K Buy
+229
New +$4.47K ﹤0.01% 653

Other funds holding FMBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FMBI Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) held its First Midwest Bancorp Inc/IL (FMBI) position steady in Q3 2021 at 229 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Heritage Wealth Management (Arizona) first reported a position in FMBI in Q1 2021 and has held it in 3 quarters since. The position peaked at $5K in Q2 2021. 213 funds tracked by Wall St. Rank hold FMBI as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 229 shares of First Midwest Bancorp Inc/IL worth $4K as of Q3 2021.
  • Heritage Wealth Management (Arizona) left its First Midwest Bancorp Inc/IL share count unchanged in Q3 2021.
  • First Midwest Bancorp Inc/IL made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #770 holding.
  • Heritage Wealth Management (Arizona) first reported a position in First Midwest Bancorp Inc/IL in Q1 2021 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s First Midwest Bancorp Inc/IL position peaked at $5K in Q2 2021.
  • 213 funds tracked by Wall St. Rank held First Midwest Bancorp Inc/IL as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.