Evoke Wealth’s FirstService FSV Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-72	Closed	-$9K	–	665
2022 Q3	$9K	Hold	72	–	–	﹤0.01%	771
2022 Q2	$9K	Hold	72	–	–	﹤0.01%	784
2022 Q1	$10K	Hold	72	–	–	﹤0.01%	770
2021 Q4	$14K	Hold	72	–	–	﹤0.01%	734
2021 Q3	$12K	Hold	72	–	–	﹤0.01%	714
2021 Q2	$12K	Hold	72	–	–	﹤0.01%	723
2021 Q1	$11K	Hold	72	–	–	﹤0.01%	672
2020 Q4	$10K	Hold	72	–	–	﹤0.01%	595
2020 Q3	$9K	Hold	72	–	–	﹤0.01%	576
2020 Q2	$7K	Hold	72	–	–	﹤0.01%	596
2020 Q1	$5.55K	Hold	72	–	–	﹤0.01%	589
2019 Q4	$6.7K	Hold	72	–	–	﹤0.01%	849
2019 Q3	$7.38K	Buy	+72	New	+$7.33K	﹤0.01%	898

Other funds holding FSV

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Neuberger Berman Group

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

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return