Cardinal Point Wealth Management Partners’s FirstService FSV Stock Holding History

Cardinal Point Wealth Management Partners’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 Q1	$1.87M	Sell	13,236 -400	-3%	-$55.1K	0.57%	17
2022 Q4	$1.67M	Hold	13,636	–	–	0.58%	17
2022 Q3	$1.66M	Hold	13,636	–	–	0.79%	14
2022 Q2	$1.65M	Hold	13,636	–	–	0.79%	15
2022 Q1	$1.98M	Hold	13,636	–	–	0.88%	14
2021 Q4	$2.68M	Buy	+13,636	New	+$2.63M	1.16%	16

Other funds holding FSV

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cardinal Point Wealth Management Partners's FSV Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners reduced its FirstService (FSV) stake by 2.9% in Q1 2023, selling an estimated $55.1K and leaving 13,236 shares worth $1.87M. The position accounts for 0.57% of the portfolio, ranked #17.

Cardinal Point Wealth Management Partners first reported a position in FSV in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.68M in Q4 2021. 216 funds tracked by Wall St. Rank hold FSV as of Q1 2023.

Cardinal Point Wealth Management Partners held 13,236 shares of FirstService worth $1.87M as of Q1 2023.
Cardinal Point Wealth Management Partners sold 400 FirstService shares in Q1 2023, an estimated $55.1K.
FirstService made up 0.57% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #17 holding.
Cardinal Point Wealth Management Partners first reported a position in FirstService in Q4 2021 and has held it in 6 quarters since.
Cardinal Point Wealth Management Partners's FirstService position peaked at $2.68M in Q4 2021.
216 funds tracked by Wall St. Rank held FirstService as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.