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Baron Silver Stevens Financial Advisors’s FirstService FSV Stock Holding History

Baron Silver Stevens Financial Advisors’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
2021
Q1 		– Sell
-233
Closed -$31K – 197
2020
Q4 		$31K Buy
+233
New +$31.4K 0.01% 167

Other funds holding FSV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's FSV Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of FirstService (FSV) in Q1 2021, closing a stake of 233 shares — an estimated $31K sold.

Baron Silver Stevens Financial Advisors first reported a position in FSV in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 180 funds tracked by Wall St. Rank hold FSV as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining FirstService position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 233 FirstService shares in Q1 2021, an estimated $31K.
  • Baron Silver Stevens Financial Advisors first reported a position in FirstService in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's FirstService position peaked at $31K in Q4 2020.
  • 180 funds tracked by Wall St. Rank held FirstService as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.