Sowell Financial Services’s First Business Financial Services FBIZ Stock Holding History

Sowell Financial 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 Q2	–	Sell	-1,387	Closed	-$38K	–	1228
2021 Q1	$38K	Buy	1,387 +129	+10%	+$2.9K	﹤0.01%	1770
2020 Q4	$23K	Buy	1,258 +48	+4%	+$868	﹤0.01%	1671
2020 Q3	$17K	Buy	1,210 +190	+19%	+$2.95K	﹤0.01%	1627
2020 Q2	$17K	Buy	1,020 +71	+7%	+$1.11K	﹤0.01%	1511
2020 Q1	$15K	Buy	949 +353	+59%	+$8.06K	﹤0.01%	1475
2019 Q4	$16K	Hold	596	–	–	﹤0.01%	1509
2019 Q3	$14K	Buy	+596	New	+$14K	﹤0.01%	1410

Other funds holding FBIZ

BFC

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

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

FBFS

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

PRCP

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

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

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

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sowell Financial Services's FBIZ Position: Q2 2021 in Review

Sowell Financial Services sold out of First Business Financial Services (FBIZ) in Q2 2021, closing a stake of 1,387 shares — an estimated $38K sold.

Sowell Financial Services first reported a position in FBIZ in Q3 2019 and held it in 7 quarters. The position peaked at $38K in Q1 2021. 78 funds tracked by Wall St. Rank hold FBIZ as of Q2 2021.

Sowell Financial Services reported no remaining First Business Financial Services position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,387 First Business Financial Services shares in Q2 2021, an estimated $38K.
Sowell Financial Services first reported a position in First Business Financial Services in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's First Business Financial Services position peaked at $38K in Q1 2021.
78 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.