CPCM
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Cardinal Point Capital Management’s FirstService FSV Stock Holding History

Cardinal Point Capital 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
2023
Q3 		– Sell
-13,236
Closed -$2.04M – 70
2023
Q2 		$2.04M Hold
13,236
– – 0.61% 16
2023
Q1 		$1.87M Sell
13,236
-400
-3% -$55.1K 0.57% 17
2022
Q4 		$1.67M Buy
+13,636
New +$1.69M 0.58% 17

Other funds holding FSV

DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Cardinal Point Capital Management's FSV Position: Q3 2023 in Review

Cardinal Point Capital Management sold out of FirstService (FSV) in Q3 2023, closing a stake of 13,236 shares — an estimated $2.04M sold.

Cardinal Point Capital Management first reported a position in FSV in Q4 2022 and held it in 3 quarters. The position peaked at $2.04M in Q2 2023. 237 funds tracked by Wall St. Rank hold FSV as of Q3 2023.

  • Cardinal Point Capital Management reported no remaining FirstService position as of Q3 2023 after selling out during the quarter.
  • Cardinal Point Capital Management sold 13,236 FirstService shares in Q3 2023, an estimated $2.04M.
  • Cardinal Point Capital Management first reported a position in FirstService in Q4 2022 and held it in 3 quarters.
  • Cardinal Point Capital Management's FirstService position peaked at $2.04M in Q2 2023.
  • 237 funds tracked by Wall St. Rank held FirstService as of Q3 2023.

Based on Cardinal Point Capital Management's 13F filing for Q3 2023, filed 19 Oct 2023.