Cresset Asset Management’s FirstCash FCFS Stock Holding History

Cresset Asset Management’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
2024 Q4	–	Sell	-3,962	Closed	-$455K	–	1912
2024 Q3	$455K	Buy	3,962 +186	+5%	+$21.1K	﹤0.01%	1576
2024 Q2	$396K	Sell	3,776 -56	-1%	-$6.62K	﹤0.01%	1564
2024 Q1	$489K	Buy	3,832 +2	+0.1%	+$232	﹤0.01%	1344
2023 Q4	$415K	Buy	3,830 +203	+6%	+$22K	﹤0.01%	1320
2023 Q3	$364K	Buy	3,627 +641	+21%	+$60.6K	﹤0.01%	1349
2023 Q2	$279K	Buy	+2,986	New	+$292K	﹤0.01%	1558
2019 Q2	–	Sell	-238	Closed	-$21K	–	870
2019 Q1	$21K	Buy	238 +56	+31%	+$4.67K	﹤0.01%	1006
2018 Q4	$13K	Buy	+182	New	+$14.5K	﹤0.01%	796

Other funds holding FCFS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SIMG

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

Cresset Asset Management's FCFS Position: Q4 2024 in Review

Cresset Asset Management sold out of FirstCash (FCFS) in Q4 2024, closing a stake of 3,962 shares — an estimated $455K sold.

Cresset Asset Management first reported a position in FCFS in Q4 2018 and held it in 8 quarters. The position peaked at $489K in Q1 2024. 334 funds tracked by Wall St. Rank hold FCFS as of Q4 2024.

Cresset Asset Management reported no remaining FirstCash position as of Q4 2024 after selling out during the quarter.
Cresset Asset Management sold 3,962 FirstCash shares in Q4 2024, an estimated $455K.
Cresset Asset Management first reported a position in FirstCash in Q4 2018 and held it in 8 quarters.
Cresset Asset Management's FirstCash position peaked at $489K in Q1 2024.
334 funds tracked by Wall St. Rank held FirstCash as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.