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Credential Qtrade Securities’s FirstService FSV Stock Holding History

Credential Qtrade Securities’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
2024
Q1 		$1.63M Sell
9,860
-127
-1% -$21K 0.09% 101
2023
Q4 		$1.62M Sell
9,987
-8
-0.1% -$1.21K 0.1% 96
2023
Q3 		$1.45M Buy
+9,995
New +$1.53M 0.1% 104

Other funds holding FSV

DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Credential Qtrade Securities's FSV Position: Q1 2024 in Review

Credential Qtrade Securities reduced its FirstService (FSV) stake by 1.3% in Q1 2024, selling an estimated $21K and leaving 9,860 shares worth $1.63M. The position accounts for 0.09% of the portfolio, ranked #101.

Credential Qtrade Securities first reported a position in FSV in Q3 2023 and has held it in 3 quarters since. 272 funds tracked by Wall St. Rank hold FSV as of Q1 2024.

  • Credential Qtrade Securities held 9,860 shares of FirstService worth $1.63M as of Q1 2024.
  • Credential Qtrade Securities sold 127 FirstService shares in Q1 2024, an estimated $21K.
  • FirstService made up 0.09% of Credential Qtrade Securities's portfolio in Q1 2024, its #101 holding.
  • Credential Qtrade Securities first reported a position in FirstService in Q3 2023 and has held it in 3 quarters since.
  • 272 funds tracked by Wall St. Rank held FirstService as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.