Wedge Capital Management’s First Business Financial Services FBIZ Stock Holding History

Wedge Capital Management’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	-10,771	Closed	-$266K	–	440
2021 Q1	$266K	Sell	10,771 -2,158	-17%	-$48.5K	﹤0.01%	460
2020 Q4	$238K	Hold	12,929	–	–	﹤0.01%	506
2020 Q3	$185K	Hold	12,929	–	–	﹤0.01%	500
2020 Q2	$213K	Buy	12,929 +1,665	+15%	+$26K	﹤0.01%	465
2020 Q1	$175K	Sell	11,264 -5,221	-32%	-$119K	﹤0.01%	470
2019 Q4	$434K	Buy	16,485 +1,706	+12%	+$42.3K	﹤0.01%	417
2019 Q3	$356K	Hold	14,779	–	–	﹤0.01%	453
2019 Q2	$347K	Sell	14,779 -3,077	-17%	-$69.9K	﹤0.01%	508
2019 Q1	$357K	Buy	17,856 +3,443	+24%	+$72.8K	﹤0.01%	494
2018 Q4	$281K	Hold	14,413	–	–	﹤0.01%	502
2018 Q3	$334K	Hold	14,413	–	–	﹤0.01%	509
2018 Q2	$375K	Buy	+14,413	New	+$372K	﹤0.01%	501

Other funds holding FBIZ

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

FBFS

First Business Financial Services Madison, Wisconsin $1.12B 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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wedge Capital Management's FBIZ Position: Q2 2021 in Review

Wedge Capital Management sold out of First Business Financial Services (FBIZ) in Q2 2021, closing a stake of 10,771 shares — an estimated $266K sold.

Wedge Capital Management first reported a position in FBIZ in Q2 2018 and held it in 12 quarters. The position peaked at $434K in Q4 2019. 78 funds tracked by Wall St. Rank hold FBIZ as of Q2 2021.

Wedge Capital Management reported no remaining First Business Financial Services position as of Q2 2021 after selling out during the quarter.
Wedge Capital Management sold 10,771 First Business Financial Services shares in Q2 2021, an estimated $266K.
Wedge Capital Management first reported a position in First Business Financial Services in Q2 2018 and held it in 12 quarters.
Wedge Capital Management's First Business Financial Services position peaked at $434K in Q4 2019.
78 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2021.

Based on Wedge Capital Management's 13F filing for Q2 2021, filed 14 Jul 2021.