Nicolet Advisory Services’s First Business Financial Services FBIZ Stock Holding History

Nicolet Advisory Services’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	-18,862	Closed	-$542K	–	216
2021 Q3	$542K	Hold	18,862	–	–	0.07%	112
2021 Q2	$511K	Hold	18,862	–	–	0.07%	106
2021 Q1	$466K	Hold	18,862	–	–	0.07%	113
2020 Q4	$347K	Hold	18,862	–	–	0.05%	128
2020 Q3	$270K	Hold	18,862	–	–	0.04%	134
2020 Q2	$310K	Hold	18,862	–	–	0.05%	148
2020 Q1	$292K	Hold	18,862	–	–	0.05%	144
2019 Q4	$497K	Hold	18,862	–	–	0.08%	100
2019 Q3	$454K	Hold	18,862	–	–	0.07%	103
2019 Q2	$443K	Hold	18,862	–	–	0.07%	94
2019 Q1	$378K	Buy	+18,862	New	+$399K	0.06%	101

Other funds holding FBIZ

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

First Business Financial Services Madison, Wisconsin $1.28B AUM 18.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nicolet Advisory Services's FBIZ Position: Q4 2021 in Review

Nicolet Advisory Services sold out of First Business Financial Services (FBIZ) in Q4 2021, closing a stake of 18,862 shares — an estimated $542K sold.

Nicolet Advisory Services first reported a position in FBIZ in Q1 2019 and held it in 11 quarters. The position peaked at $542K in Q3 2021. 75 funds tracked by Wall St. Rank hold FBIZ as of Q4 2021.

Nicolet Advisory Services reported no remaining First Business Financial Services position as of Q4 2021 after selling out during the quarter.
Nicolet Advisory Services sold 18,862 First Business Financial Services shares in Q4 2021, an estimated $542K.
Nicolet Advisory Services first reported a position in First Business Financial Services in Q1 2019 and held it in 11 quarters.
Nicolet Advisory Services's First Business Financial Services position peaked at $542K in Q3 2021.
75 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2021.

Based on Nicolet Advisory Services's 13F filing for Q4 2021, filed 8 Feb 2022.