WTG
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West Tower Group’s First Business Financial Services FBIZ Stock Holding History

West Tower Group’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
2024
Q1 		– Sell
-71
Closed -$2.85K – 233
2023
Q4 		$2.85K Sell
71
-113
-61% -$3.8K 0.01% 479
2023
Q3 		$5.52K Buy
+184
New +$5.81K ﹤0.01% 470

Other funds holding FBIZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

West Tower Group's FBIZ Position: Q1 2024 in Review

West Tower Group sold out of First Business Financial Services (FBIZ) in Q1 2024, closing a stake of 71 shares — an estimated $2.85K sold.

West Tower Group first reported a position in FBIZ in Q3 2023 and held it in 2 quarters. The position peaked at $5.52K in Q3 2023. 84 funds tracked by Wall St. Rank hold FBIZ as of Q1 2024.

  • West Tower Group reported no remaining First Business Financial Services position as of Q1 2024 after selling out during the quarter.
  • West Tower Group sold 71 First Business Financial Services shares in Q1 2024, an estimated $2.85K.
  • West Tower Group first reported a position in First Business Financial Services in Q3 2023 and held it in 2 quarters.
  • West Tower Group's First Business Financial Services position peaked at $5.52K in Q3 2023.
  • 84 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.