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Financial Architects (New Jersey)’s FirstService FSV Stock Holding History

Financial Architects (New Jersey)’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
2021
Q2 		– Sell
-1,613
Closed -$239K – 345
2021
Q1 		$239K Buy
+1,613
New +$235K 0.04% 290

Other funds holding FSV

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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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Financial Architects (New Jersey)'s FSV Position: Q2 2021 in Review

Financial Architects (New Jersey) sold out of FirstService (FSV) in Q2 2021, closing a stake of 1,613 shares — an estimated $239K sold.

Financial Architects (New Jersey) first reported a position in FSV in Q1 2021 and held it in 1 quarter. The position peaked at $239K in Q1 2021. 185 funds tracked by Wall St. Rank hold FSV as of Q2 2021.

  • Financial Architects (New Jersey) reported no remaining FirstService position as of Q2 2021 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,613 FirstService shares in Q2 2021, an estimated $239K.
  • Financial Architects (New Jersey) first reported a position in FirstService in Q1 2021 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s FirstService position peaked at $239K in Q1 2021.
  • 185 funds tracked by Wall St. Rank held FirstService as of Q2 2021.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2021, filed 10 Aug 2021.