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Atria Wealth Solutions’s FirstCash FCFS Stock Holding History

Atria Wealth Solutions’s Portfolio FCFS Stock Details FCFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,242
Closed -$225K – 1963
2023
Q3 		$225K Buy
+2,242
New +$212K ﹤0.01% 1617

Other funds holding FCFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Wealth Solutions's FCFS Position: Q4 2023 in Review

Atria Wealth Solutions sold out of FirstCash (FCFS) in Q4 2023, closing a stake of 2,242 shares — an estimated $225K sold.

Atria Wealth Solutions first reported a position in FCFS in Q3 2023 and held it in 1 quarter. The position peaked at $225K in Q3 2023. 318 funds tracked by Wall St. Rank hold FCFS as of Q4 2023.

  • Atria Wealth Solutions reported no remaining FirstCash position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,242 FirstCash shares in Q4 2023, an estimated $225K.
  • Atria Wealth Solutions first reported a position in FirstCash in Q3 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's FirstCash position peaked at $225K in Q3 2023.
  • 318 funds tracked by Wall St. Rank held FirstCash as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.