Marshall Wace
FBIZ icon

Marshall Wace’s First Business Financial Services FBIZ Stock Holding History

Marshall Wace’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
2022
Q1 		– Sell
-648
Closed -$18K – 3534
2021
Q4 		$18K Sell
648
-18,792
-97% -$550K ﹤0.01% 3714
2021
Q3 		$558K Sell
19,440
-5,571
-22% -$154K ﹤0.01% 2330
2021
Q2 		$677K Buy
+25,011
New +$660K ﹤0.01% 1990

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 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 17.6% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Marshall Wace's FBIZ Position: Q1 2022 in Review

Marshall Wace sold out of First Business Financial Services (FBIZ) in Q1 2022, closing a stake of 648 shares — an estimated $18K sold.

Marshall Wace first reported a position in FBIZ in Q2 2021 and held it in 3 quarters. The position peaked at $677K in Q2 2021. 77 funds tracked by Wall St. Rank hold FBIZ as of Q1 2022.

  • Marshall Wace reported no remaining First Business Financial Services position as of Q1 2022 after selling out during the quarter.
  • Marshall Wace sold 648 First Business Financial Services shares in Q1 2022, an estimated $18K.
  • Marshall Wace first reported a position in First Business Financial Services in Q2 2021 and held it in 3 quarters.
  • Marshall Wace's First Business Financial Services position peaked at $677K in Q2 2021.
  • 77 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2022.

Based on Marshall Wace's 13F filing for Q1 2022, filed 16 May 2022.