Baker Avenue Asset Management’s FirstCash FCFS Stock Holding History

Baker Avenue Asset Management’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	-10	Closed	-$1K	–	733
2023 Q3	$1K	Hold	10	–	–	﹤0.01%	1273
2023 Q2	$933	Hold	10	–	–	﹤0.01%	1198
2023 Q1	$954	Hold	10	–	–	﹤0.01%	1189
2022 Q4	$869	Buy	+10	New	+$886	﹤0.01%	1141

Other funds holding FCFS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

Baker Avenue Asset Management's FCFS Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of FirstCash (FCFS) in Q4 2023, closing a stake of 10 shares — an estimated $1K sold.

Baker Avenue Asset Management first reported a position in FCFS in Q4 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2023. 318 funds tracked by Wall St. Rank hold FCFS as of Q4 2023.

Baker Avenue Asset Management reported no remaining FirstCash position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 10 FirstCash shares in Q4 2023, an estimated $1K.
Baker Avenue Asset Management first reported a position in FirstCash in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's FirstCash position peaked at $1K in Q3 2023.
318 funds tracked by Wall St. Rank held FirstCash as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.