Financial Network Wealth Advisors’s FirstService FSV Stock Holding History

Financial Network Wealth Advisors’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	–	Sell	-25	Closed	-$4.56K	–	616
2024 Q3	$4.56K	Hold	25	–	–	﹤0.01%	539
2024 Q2	$3.81K	Buy	+25	New	+$3.78K	﹤0.01%	620

Other funds holding FSV

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Financial Network Wealth Advisors's FSV Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of FirstService (FSV) in Q4 2024, closing a stake of 25 shares — an estimated $4.56K sold.

Financial Network Wealth Advisors first reported a position in FSV in Q2 2024 and held it in 2 quarters. The position peaked at $4.56K in Q3 2024. 310 funds tracked by Wall St. Rank hold FSV as of Q4 2024.

Financial Network Wealth Advisors reported no remaining FirstService position as of Q4 2024 after selling out during the quarter.
Financial Network Wealth Advisors sold 25 FirstService shares in Q4 2024, an estimated $4.56K.
Financial Network Wealth Advisors first reported a position in FirstService in Q2 2024 and held it in 2 quarters.
Financial Network Wealth Advisors's FirstService position peaked at $4.56K in Q3 2024.
310 funds tracked by Wall St. Rank held FirstService as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.