Berman Capital Advisors’s FirstCash FCFS Stock Holding History

Berman Capital Advisors’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
2021 Q3	$23K	Buy	273 +110	+67%	+$9.1K	﹤0.01%	931
2021 Q2	$12K	Sell	163 -1	-0.6%	-$76	﹤0.01%	1080
2021 Q1	$10K	Buy	164 +1	+0.6%	+$63	﹤0.01%	1028
2020 Q4	$11K	Buy	163 +9	+6%	+$570	﹤0.01%	879
2020 Q3	$8K	Sell	154 -16	-9%	-$978	﹤0.01%	866
2020 Q2	$11K	Buy	170 +15	+10%	+$1.06K	﹤0.01%	722
2020 Q1	$11K	Sell	155 -1	-0.6%	-$81	﹤0.01%	640
2019 Q4	$12K	Buy	156 +1	+0.6%	+$84	﹤0.01%	672
2019 Q3	$14K	Sell	155 -105	-40%	-$10.4K	﹤0.01%	615
2019 Q2	$26K	Buy	+260	New	+$24.7K	0.01%	439

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Berman Capital Advisors's FCFS Position: Q3 2021 in Review

Berman Capital Advisors increased its FirstCash (FCFS) stake by 67% in Q3 2021, buying an estimated $9.1K and bringing the position to 273 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Berman Capital Advisors first reported a position in FCFS in Q2 2019 and has held it in 10 quarters since. The position peaked at $26K in Q2 2019. 198 funds tracked by Wall St. Rank hold FCFS as of Q3 2021.

Berman Capital Advisors held 273 shares of FirstCash worth $23K as of Q3 2021.
Berman Capital Advisors bought 110 FirstCash shares in Q3 2021, an estimated $9.1K.
FirstCash made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #931 holding.
Berman Capital Advisors first reported a position in FirstCash in Q2 2019 and has held it in 10 quarters since.
Berman Capital Advisors's FirstCash position peaked at $26K in Q2 2019.
198 funds tracked by Wall St. Rank held FirstCash as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.