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Valeo Financial Advisors’s First Business Financial Services FBIZ Stock Holding History

Valeo Financial Advisors’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
-550
Closed -$14K – 948
2021
Q1 		$14K Hold
550
– – ﹤0.01% 1271
2020
Q4 		$10K Hold
550
– – ﹤0.01% 1198
2020
Q3 		$8K Buy
+550
New +$8.54K ﹤0.01% 1133

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Valeo Financial Advisors's FBIZ Position: Q2 2021 in Review

Valeo Financial Advisors sold out of First Business Financial Services (FBIZ) in Q2 2021, closing a stake of 550 shares — an estimated $14K sold.

Valeo Financial Advisors first reported a position in FBIZ in Q3 2020 and held it in 3 quarters. The position peaked at $14K in Q1 2021. 78 funds tracked by Wall St. Rank hold FBIZ as of Q2 2021.

  • Valeo Financial Advisors reported no remaining First Business Financial Services position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 550 First Business Financial Services shares in Q2 2021, an estimated $14K.
  • Valeo Financial Advisors first reported a position in First Business Financial Services in Q3 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's First Business Financial Services position peaked at $14K in Q1 2021.
  • 78 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.