Financial Gravity Asset Management’s FirstService FSV Stock Holding History

Financial Gravity Asset Management’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
2025 Q1	$1.33K	Buy	+8	New	+$1.4K	﹤0.01%	855
2023 Q2	–	Sell	-141	Closed	-$5	–	1708
2023 Q1	$5	Buy	+141	New	+$19.4K	﹤0.01%	920
2019 Q4	–	Sell	-34	Closed	-$3K	–	1502
2019 Q3	$3K	Buy	34 +32	+1,600%	+$3.26K	﹤0.01%	804
2019 Q2	$0	Buy	+2	New	+$181	﹤0.01%	1395
2018 Q3	$0	Sell	6 -74	-93%	-$6.14K	﹤0.01%	1478
2018 Q2	$7K	Buy	80 +69	+627%	+$4.94K	0.01%	645
2018 Q1	$1K	Buy	+11	New	+$760	﹤0.01%	1137

Other funds holding FSV

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

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management

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

Manulife (Manufacturers Life Insurance)

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

Mackenzie Financial

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