Sowell Financial Services
FBIZ icon

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

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Vanguard Group
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FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
PRCP
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Manulife (Manufacturers Life Insurance)
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Millennium Management
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.