WR Wealth Planners’s First Busey Corp BUSE Stock Holding History

WR Wealth Planners’s Portfolio BUSE Stock Details BUSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$107K	Buy	4,556 +44	+1%	+$1.13K	0.03%	225
2024 Q3	$117K	Buy	4,512 +37	+0.8%	+$965	0.03%	245
2024 Q2	$108K	Buy	4,475 +46	+1%	+$1.05K	0.03%	241
2024 Q1	$107K	Buy	+4,429	New	+$104K	0.03%	245
2023 Q4	–	Sell	-4,332	Closed	-$83.3K	–	264
2023 Q3	$83.3K	Buy	4,332 +47	+1%	+$970	0.03%	267
2023 Q2	$86.1K	Buy	4,285 +55	+1%	+$1.05K	0.03%	259
2023 Q1	$86K	Buy	4,230 +510	+14%	+$11.9K	0.04%	254
2022 Q4	$92K	Buy	3,720 +33	+0.9%	+$826	0.06%	142
2022 Q3	$81K	Buy	3,687 +34	+0.9%	+$806	0.06%	139
2022 Q2	$83.5K	Buy	3,653 +36	+1%	+$836	0.06%	141
2022 Q1	$91.6K	Buy	+3,617	New	+$99.6K	0.05%	136

Other funds holding BUSE

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WR Wealth Planners's BUSE Position: Q4 2024 in Review

WR Wealth Planners increased its First Busey Corp (BUSE) stake by 0.98% in Q4 2024, buying an estimated $1.13K and bringing the position to 4,556 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #225.

WR Wealth Planners first reported a position in BUSE in Q1 2022 and has held it in 11 quarters since. The position peaked at $117K in Q3 2024. 203 funds tracked by Wall St. Rank hold BUSE as of Q4 2024.

WR Wealth Planners held 4,556 shares of First Busey Corp worth $107K as of Q4 2024.
WR Wealth Planners bought 44 First Busey Corp shares in Q4 2024, an estimated $1.13K.
First Busey Corp made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #225 holding.
WR Wealth Planners first reported a position in First Busey Corp in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's First Busey Corp position peaked at $117K in Q3 2024.
203 funds tracked by Wall St. Rank held First Busey Corp as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.