FCM
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Firestone Capital Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Firestone Capital Management’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-901
Closed -$33K – 444
2019
Q4 		$33K Buy
+901
New +$31.5K 0.01% 248

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22CM
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LFPWM
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AE Wealth Management
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Simplicity Solutions
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Firestone Capital Management's EPS Position: Q1 2020 in Review

Firestone Capital Management sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2020, closing a stake of 901 shares — an estimated $33K sold.

Firestone Capital Management first reported a position in EPS in Q4 2019 and held it in 1 quarter. The position peaked at $33K in Q4 2019. 63 funds tracked by Wall St. Rank hold EPS as of Q1 2020.

  • Firestone Capital Management reported no remaining WisdomTree US LargeCap Fund position as of Q1 2020 after selling out during the quarter.
  • Firestone Capital Management sold 901 WisdomTree US LargeCap Fund shares in Q1 2020, an estimated $33K.
  • Firestone Capital Management first reported a position in WisdomTree US LargeCap Fund in Q4 2019 and held it in 1 quarter.
  • Firestone Capital Management's WisdomTree US LargeCap Fund position peaked at $33K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2020.

Based on Firestone Capital Management's 13F filing for Q1 2020, filed 20 Apr 2020.