FGC
FSV icon

Financial Gravity Companies’s FirstService FSV Stock Holding History

Financial Gravity Companies’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
Q4 		$1.45K Buy
+8
New +$1.5K ﹤0.01% 788
2018
Q1 		$1K Sell
11
-110
-91% -$7.6K ﹤0.01% 1137
2017
Q4 		$8K Buy
+121
New +$8.34K 0.01% 599

Other funds holding FSV

DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Financial Gravity Companies's FSV Position: Q4 2024 in Review

Financial Gravity Companies opened a new position in FirstService (FSV) in Q4 2024: 8 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FSV as recently as Q1 2018.

Financial Gravity Companies first reported a position in FSV in Q4 2017 and has held it in 3 quarters since. The position peaked at $8K in Q4 2017. 310 funds tracked by Wall St. Rank hold FSV as of Q4 2024.

  • Financial Gravity Companies held 8 shares of FirstService worth $1.45K as of Q4 2024.
  • FirstService was a new Financial Gravity Companies position in Q4 2024.
  • FirstService made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #788 holding.
  • Financial Gravity Companies first reported a position in FirstService in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's FirstService position peaked at $8K in Q4 2017.
  • 310 funds tracked by Wall St. Rank held FirstService as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.