Axa
FSV icon

Axa’s FirstService FSV Stock Holding History

Axa’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,849
Closed -$1.07M – 1096
2024
Q3 		$1.07M Sell
5,849
-7
-0.1% -$1.2K ﹤0.01% 869
2024
Q2 		$892K Buy
5,856
+6
+0.1% +$906 ﹤0.01% 889
2024
Q1 		$970K Sell
5,850
-10,127
-63% -$1.67M ﹤0.01% 845
2023
Q4 		$2.59M Buy
15,977
+15
+0.1% +$2.27K 0.01% 686
2023
Q3 		$2.32M Buy
15,962
+3
+0% +$458 0.01% 685
2023
Q2 		$2.46M Buy
15,959
+15
+0.1% +$2.18K 0.01% 679
2023
Q1 		$2.25M Buy
15,944
+2,253
+16% +$310K 0.01% 740
2022
Q4 		$1.68M Sell
13,691
-7,801
-36% -$966K 0.01% 807
2022
Q3 		$2.56M Buy
21,492
+3,515
+20% +$449K 0.01% 722
2022
Q2 		$2.18M Buy
17,977
+7,842
+77% +$988K 0.01% 757
2022
Q1 		$1.47M Buy
10,135
+1,524
+18% +$232K ﹤0.01% 889
2021
Q4 		$1.69M Hold
8,611
– – ﹤0.01% 873
2021
Q3 		$1.55M Hold
8,611
– – ﹤0.01% 905
2021
Q2 		$1.48M Hold
8,611
– – ﹤0.01% 935
2021
Q1 		$1.28M Buy
+8,611
New +$1.25M ﹤0.01% 930

Other funds holding FSV

DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Axa's FSV Position: Q4 2024 in Review

Axa sold out of FirstService (FSV) in Q4 2024, closing a stake of 5,849 shares — an estimated $1.07M sold.

Axa first reported a position in FSV in Q1 2021 and held it in 15 quarters. The position peaked at $2.59M in Q4 2023. 310 funds tracked by Wall St. Rank hold FSV as of Q4 2024.

  • Axa reported no remaining FirstService position as of Q4 2024 after selling out during the quarter.
  • Axa sold 5,849 FirstService shares in Q4 2024, an estimated $1.07M.
  • Axa first reported a position in FirstService in Q1 2021 and held it in 15 quarters.
  • Axa's FirstService position peaked at $2.59M in Q4 2023.
  • 310 funds tracked by Wall St. Rank held FirstService as of Q4 2024.

Based on Axa's 13F filing for Q4 2024, filed 14 Feb 2025.