Parametric Portfolio Associates’s First Business Financial Services FBIZ Stock Holding History

Parametric Portfolio Associates’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 Q3	–	Sell	-28,645	Closed	-$775K	–	3623
2021 Q2	$775K	Buy	28,645 +331	+1%	+$8.73K	﹤0.01%	2884
2021 Q1	$700K	Buy	28,314 +14,277	+102%	+$321K	﹤0.01%	3326
2020 Q4	$258K	Sell	14,037 -415	-3%	-$7.51K	﹤0.01%	3671
2020 Q3	$207K	Sell	14,452 -925	-6%	-$14.4K	﹤0.01%	3644
2020 Q2	$253K	Buy	15,377 +89	+0.6%	+$1.39K	﹤0.01%	3545
2020 Q1	$237K	Buy	15,288 +6,976	+84%	+$159K	﹤0.01%	3476
2019 Q4	$219K	Sell	8,312 -157	-2%	-$3.89K	﹤0.01%	3707
2019 Q3	$204K	Buy	+8,469	New	+$199K	﹤0.01%	3700

Other funds holding FBIZ

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

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

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

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

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

M3F Inc Salt Lake City, Utah $391M AUM 19.44% 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

Parametric Portfolio Associates's FBIZ Position: Q3 2021 in Review

Parametric Portfolio Associates sold out of First Business Financial Services (FBIZ) in Q3 2021, closing a stake of 28,645 shares — an estimated $775K sold.

Parametric Portfolio Associates first reported a position in FBIZ in Q3 2019 and held it in 8 quarters. The position peaked at $775K in Q2 2021. 76 funds tracked by Wall St. Rank hold FBIZ as of Q3 2021.

Parametric Portfolio Associates reported no remaining First Business Financial Services position as of Q3 2021 after selling out during the quarter.
Parametric Portfolio Associates sold 28,645 First Business Financial Services shares in Q3 2021, an estimated $775K.
Parametric Portfolio Associates first reported a position in First Business Financial Services in Q3 2019 and held it in 8 quarters.
Parametric Portfolio Associates's First Business Financial Services position peaked at $775K in Q2 2021.
76 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2021.

Based on Parametric Portfolio Associates's 13F filing for Q3 2021, filed 15 Nov 2021.