FAG
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Fortitude Advisory Group’s FirstService FSV Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-110
Closed -$16K – 594
2022
Q1 		$16K Hold
110
– – 0.01% 898
2021
Q4 		$22K Buy
+110
New +$21.2K 0.01% 815

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DCP
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Neuberger Berman Group
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Vanguard Group
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FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fortitude Advisory Group's FSV Position: Q2 2022 in Review

Fortitude Advisory Group sold out of FirstService (FSV) in Q2 2022, closing a stake of 110 shares — an estimated $16K sold.

Fortitude Advisory Group first reported a position in FSV in Q4 2021 and held it in 2 quarters. The position peaked at $22K in Q4 2021. 194 funds tracked by Wall St. Rank hold FSV as of Q2 2022.

  • Fortitude Advisory Group reported no remaining FirstService position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 110 FirstService shares in Q2 2022, an estimated $16K.
  • Fortitude Advisory Group first reported a position in FirstService in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's FirstService position peaked at $22K in Q4 2021.
  • 194 funds tracked by Wall St. Rank held FirstService as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.