BWM
FCFS icon

BerganKDV Wealth Management’s FirstCash FCFS Stock Holding History

BerganKDV Wealth 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
Q2 		– Sell
-40
Closed -$3.81K – 945
2023
Q1 		$3.81K Buy
+40
New +$3.61K ﹤0.01% 734

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BerganKDV Wealth Management's FCFS Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of FirstCash (FCFS) in Q2 2023, closing a stake of 40 shares — an estimated $3.81K sold.

BerganKDV Wealth Management first reported a position in FCFS in Q1 2023 and held it in 1 quarter. The position peaked at $3.81K in Q1 2023. 274 funds tracked by Wall St. Rank hold FCFS as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining FirstCash position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 40 FirstCash shares in Q2 2023, an estimated $3.81K.
  • BerganKDV Wealth Management first reported a position in FirstCash in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's FirstCash position peaked at $3.81K in Q1 2023.
  • 274 funds tracked by Wall St. Rank held FirstCash as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.