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Capital A Wealth Management’s FirstService FSV Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-1,203
Closed -$200K – 597
2025
Q1 		$200K Hold
1,203
– – 0.21% 65
2024
Q4 		$218K Buy
+1,203
New +$225K 0.36% 64

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital A Wealth Management's FSV Position: Q2 2025 in Review

Capital A Wealth Management sold out of FirstService (FSV) in Q2 2025, closing a stake of 1,203 shares — an estimated $200K sold.

Capital A Wealth Management first reported a position in FSV in Q4 2024 and held it in 2 quarters. The position peaked at $218K in Q4 2024. 322 funds tracked by Wall St. Rank hold FSV as of Q2 2025.

  • Capital A Wealth Management reported no remaining FirstService position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 1,203 FirstService shares in Q2 2025, an estimated $200K.
  • Capital A Wealth Management first reported a position in FirstService in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's FirstService position peaked at $218K in Q4 2024.
  • 322 funds tracked by Wall St. Rank held FirstService as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.