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Capstone Triton Financial Group’s FirstService FSV Stock Holding History

Capstone Triton Financial Group’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
-327
Closed -$45K – 184
2020
Q4 		$45K Buy
+327
New +$44K 0.03% 215

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FAM
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William Blair Investment Management
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CCA
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Vanguard Group
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CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Capstone Triton Financial Group's FSV Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of FirstService (FSV) in Q1 2021, closing a stake of 327 shares — an estimated $45K sold.

Capstone Triton Financial Group first reported a position in FSV in Q4 2020 and held it in 1 quarter. The position peaked at $45K in Q4 2020. 180 funds tracked by Wall St. Rank hold FSV as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining FirstService position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 327 FirstService shares in Q1 2021, an estimated $45K.
  • Capstone Triton Financial Group first reported a position in FirstService in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's FirstService position peaked at $45K in Q4 2020.
  • 180 funds tracked by Wall St. Rank held FirstService as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.