Carolinas Wealth Consulting’s FirstCash FCFS Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-26	Closed	-$3.13K	–	309
2025 Q1	$3.13K	Hold	26	–	–	﹤0.01%	692
2024 Q4	$2.69K	Sell	26 -4	-13%	-$431	﹤0.01%	767
2024 Q3	$3.44K	Hold	30	–	–	﹤0.01%	717
2024 Q2	$3.15K	Sell	30 -5	-14%	-$591	﹤0.01%	719
2024 Q1	$4.46K	Hold	35	–	–	﹤0.01%	661
2023 Q4	$3.79K	Sell	35 -2	-5%	-$216	﹤0.01%	661
2023 Q3	$4.03K	Hold	37	–	–	﹤0.01%	641
2023 Q2	$3.45K	Sell	37 -7	-16%	-$684	﹤0.01%	737
2023 Q1	$4.2K	Buy	44 +7	+19%	+$632	﹤0.01%	720
2022 Q4	$3.22K	Hold	37	–	–	﹤0.01%	754
2022 Q3	$3K	Hold	37	–	–	﹤0.01%	717
2022 Q2	$3K	Sell	37 -21	-36%	-$1.51K	﹤0.01%	722
2022 Q1	$4K	Hold	58	–	–	﹤0.01%	720
2021 Q4	$4K	Sell	58 -1	-2%	-$77	﹤0.01%	732
2021 Q3	$5K	Hold	59	–	–	﹤0.01%	667
2021 Q2	$5K	Buy	59 +4	+7%	+$303	﹤0.01%	690
2021 Q1	$4K	Buy	55 +2	+4%	+$127	﹤0.01%	734
2020 Q4	$4K	Sell	53 -31	-37%	-$1.96K	﹤0.01%	667
2020 Q3	$5K	Buy	+84	New	+$5.14K	﹤0.01%	561

Other funds holding FCFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Carolinas Wealth Consulting's FCFS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of FirstCash (FCFS) in Q2 2025, closing a stake of 26 shares — an estimated $3.13K sold.

Carolinas Wealth Consulting first reported a position in FCFS in Q3 2020 and held it in 19 quarters. The position peaked at $5K in Q3 2021. 389 funds tracked by Wall St. Rank hold FCFS as of Q2 2025.

Carolinas Wealth Consulting reported no remaining FirstCash position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 26 FirstCash shares in Q2 2025, an estimated $3.13K.
Carolinas Wealth Consulting first reported a position in FirstCash in Q3 2020 and held it in 19 quarters.
Carolinas Wealth Consulting's FirstCash position peaked at $5K in Q3 2021.
389 funds tracked by Wall St. Rank held FirstCash as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.