Cardinal Point Wealth Management’s FirstService FSV Stock Holding History

Cardinal Point 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
2021 Q3	$2.46M	Hold	13,636	–	–	1.16%	14
2021 Q2	$2.33M	Hold	13,636	–	–	1.05%	14
2021 Q1	$2.02M	Hold	13,636	–	–	1.02%	13
2020 Q4	$1.86M	Buy	+13,636	New	+$1.84M	0.95%	14

Other funds holding FSV

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 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

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's FSV Position: Q3 2021 in Review

Cardinal Point Wealth Management held its FirstService (FSV) position steady in Q3 2021 at 13,636 shares worth $2.46M. The position accounts for 1.16% of the portfolio, ranked #14.

Cardinal Point Wealth Management first reported a position in FSV in Q4 2020 and has held it in 4 quarters since. 197 funds tracked by Wall St. Rank hold FSV as of Q3 2021.

Cardinal Point Wealth Management held 13,636 shares of FirstService worth $2.46M as of Q3 2021.
Cardinal Point Wealth Management left its FirstService share count unchanged in Q3 2021.
FirstService made up 1.16% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #14 holding.
Cardinal Point Wealth Management first reported a position in FirstService in Q4 2020 and has held it in 4 quarters since.
197 funds tracked by Wall St. Rank held FirstService as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.