SPWG
FMBI

Sage Private Wealth Group’s First Midwest Bancorp Inc/IL FMBI Stock Holding History

Sage Private Wealth Group’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
Q4 		– Sell
-368
Closed -$7K – 180
2021
Q3 		$7K Hold
368
– – 0.01% 154
2021
Q2 		$7K Hold
368
– – 0.01% 146
2021
Q1 		$8K Hold
368
– – 0.01% 147
2020
Q4 		$6K Buy
+368
New +$5.06K 0.02% 142

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sage Private Wealth Group's FMBI Position: Q4 2021 in Review

Sage Private Wealth Group sold out of First Midwest Bancorp Inc/IL (FMBI) in Q4 2021, closing a stake of 368 shares — an estimated $7K sold.

Sage Private Wealth Group first reported a position in FMBI in Q4 2020 and held it in 4 quarters. The position peaked at $8K in Q1 2021. 206 funds tracked by Wall St. Rank hold FMBI as of Q4 2021.

  • Sage Private Wealth Group reported no remaining First Midwest Bancorp Inc/IL position as of Q4 2021 after selling out during the quarter.
  • Sage Private Wealth Group sold 368 First Midwest Bancorp Inc/IL shares in Q4 2021, an estimated $7K.
  • Sage Private Wealth Group first reported a position in First Midwest Bancorp Inc/IL in Q4 2020 and held it in 4 quarters.
  • Sage Private Wealth Group's First Midwest Bancorp Inc/IL position peaked at $8K in Q1 2021.
  • 206 funds tracked by Wall St. Rank held First Midwest Bancorp Inc/IL as of Q4 2021.

Based on Sage Private Wealth Group's 13F filing for Q4 2021, filed 24 Jan 2022.