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Steve Schonfeld’s First Business Financial Services FBIZ Stock Holding History

Steve Schonfeld’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
2022
Q3 		– Sell
-6,435
Closed -$200K – 3033
2022
Q2 		$200K Buy
+6,435
New +$215K ﹤0.01% 1888

Other funds holding FBIZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Steve Schonfeld's FBIZ Position: Q3 2022 in Review

Steve Schonfeld sold out of First Business Financial Services (FBIZ) in Q3 2022, closing a stake of 6,435 shares — an estimated $200K sold.

Steve Schonfeld first reported a position in FBIZ in Q2 2022 and held it in 1 quarter. The position peaked at $200K in Q2 2022. 86 funds tracked by Wall St. Rank hold FBIZ as of Q3 2022.

  • Steve Schonfeld reported no remaining First Business Financial Services position as of Q3 2022 after selling out during the quarter.
  • Steve Schonfeld sold 6,435 First Business Financial Services shares in Q3 2022, an estimated $200K.
  • Steve Schonfeld first reported a position in First Business Financial Services in Q2 2022 and held it in 1 quarter.
  • Steve Schonfeld's First Business Financial Services position peaked at $200K in Q2 2022.
  • 86 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2022.

Based on Schonfeld Strategic Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.