Perfromance Wealth Partners’s First Busey Corp BUSE Stock Holding History

Perfromance Wealth Partners’s Portfolio BUSE Stock Details BUSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-8,677	Closed	-$226K	–	189
2024 Q3	$226K	Hold	8,677	–	–	0.01%	174
2024 Q2	$210K	Sell	8,677 -750	-8%	-$17.2K	0.01%	156
2024 Q1	$227K	Sell	9,427 -1,112	-11%	-$26.1K	0.01%	143
2023 Q4	$262K	Hold	10,539	–	–	0.01%	140
2023 Q3	$203K	Sell	10,539 -500	-5%	-$10.3K	0.01%	160
2023 Q2	$220K	Hold	11,039	–	–	0.01%	172
2023 Q1	$225K	Hold	11,039	–	–	0.01%	162
2022 Q4	$273K	Sell	11,039 -7,722	-41%	-$193K	0.02%	134
2022 Q3	$412K	Sell	18,761 -32,788	-64%	-$778K	0.02%	110
2022 Q2	$1.18M	Sell	51,549 -2,411	-4%	-$56K	0.07%	62
2022 Q1	$1.37M	Sell	53,960 -1,112	-2%	-$30.6K	0.06%	63
2021 Q4	$1.49M	Buy	+55,072	New	+$1.46M	0.06%	66

Other funds holding BUSE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Perfromance Wealth Partners's BUSE Position: Q4 2024 in Review

Perfromance Wealth Partners sold out of First Busey Corp (BUSE) in Q4 2024, closing a stake of 8,677 shares — an estimated $226K sold.

Perfromance Wealth Partners first reported a position in BUSE in Q4 2021 and held it in 12 quarters. The position peaked at $1.49M in Q4 2021. 203 funds tracked by Wall St. Rank hold BUSE as of Q4 2024.

Perfromance Wealth Partners reported no remaining First Busey Corp position as of Q4 2024 after selling out during the quarter.
Perfromance Wealth Partners sold 8,677 First Busey Corp shares in Q4 2024, an estimated $226K.
Perfromance Wealth Partners first reported a position in First Busey Corp in Q4 2021 and held it in 12 quarters.
Perfromance Wealth Partners's First Busey Corp position peaked at $1.49M in Q4 2021.
203 funds tracked by Wall St. Rank held First Busey Corp as of Q4 2024.

Based on Perfromance Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.