Continuum Advisory’s FirstCash FCFS Stock Holding History

Continuum Advisory’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
2023 Q3	–	Sell	-20,671	Closed	-$1.93M	–	460
2023 Q2	$1.93M	Sell	20,671 -180	-0.9%	-$17.6K	0.31%	87
2023 Q1	$1.99M	Sell	20,851 -2	-0%	-$181	0.34%	78
2022 Q4	$1.81M	Sell	20,853 -1,371	-6%	-$121K	0.33%	86
2022 Q3	$1.63M	Buy	22,224 +5,845	+36%	+$436K	0.29%	82
2022 Q2	$1.14M	Buy	16,379 +5,641	+53%	+$406K	0.21%	133
2022 Q1	$857K	Buy	+10,738	New	+$759K	0.16%	157

Other funds holding FCFS

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

BlackRock New York $5.72T AUM 30.48% 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

FMI

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

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

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

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

Continuum Advisory's FCFS Position: Q3 2023 in Review

Continuum Advisory sold out of FirstCash (FCFS) in Q3 2023, closing a stake of 20,671 shares — an estimated $1.93M sold.

Continuum Advisory first reported a position in FCFS in Q1 2022 and held it in 6 quarters. The position peaked at $1.99M in Q1 2023. 270 funds tracked by Wall St. Rank hold FCFS as of Q3 2023.

Continuum Advisory reported no remaining FirstCash position as of Q3 2023 after selling out during the quarter.
Continuum Advisory sold 20,671 FirstCash shares in Q3 2023, an estimated $1.93M.
Continuum Advisory first reported a position in FirstCash in Q1 2022 and held it in 6 quarters.
Continuum Advisory's FirstCash position peaked at $1.99M in Q1 2023.
270 funds tracked by Wall St. Rank held FirstCash as of Q3 2023.

Based on Continuum Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.