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Capital Performance Advisors’s FirstCash FCFS Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-64
Closed -$7.35K – 1016
2024
Q3 		$7.35K Buy
+64
New +$7.25K ﹤0.01% 957

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Capital Performance Advisors's FCFS Position: Q4 2024 in Review

Capital Performance Advisors sold out of FirstCash (FCFS) in Q4 2024, closing a stake of 64 shares — an estimated $7.35K sold.

Capital Performance Advisors first reported a position in FCFS in Q3 2024 and held it in 1 quarter. The position peaked at $7.35K in Q3 2024. 334 funds tracked by Wall St. Rank hold FCFS as of Q4 2024.

  • Capital Performance Advisors reported no remaining FirstCash position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 64 FirstCash shares in Q4 2024, an estimated $7.35K.
  • Capital Performance Advisors first reported a position in FirstCash in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's FirstCash position peaked at $7.35K in Q3 2024.
  • 334 funds tracked by Wall St. Rank held FirstCash as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.