GW & Wade’s FirstCash FCFS Stock Holding History

GW & Wade’s Portfolio FCFS Stock Details FCFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$313K	Hold	2,888	–	–	0.01%	343
2023 Q3	$290K	Buy	+2,888	New	+$273K	0.01%	328

Other funds holding FCFS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GW & Wade's FCFS Position: Q4 2023 in Review

GW & Wade held its FirstCash (FCFS) position steady in Q4 2023 at 2,888 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #343.

GW & Wade first reported a position in FCFS in Q3 2023 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold FCFS as of Q4 2023.

GW & Wade held 2,888 shares of FirstCash worth $313K as of Q4 2023.
GW & Wade left its FirstCash share count unchanged in Q4 2023.
FirstCash made up 0.01% of GW & Wade's portfolio in Q4 2023, its #343 holding.
GW & Wade first reported a position in FirstCash in Q3 2023 and has held it in 2 quarters since.
318 funds tracked by Wall St. Rank held FirstCash as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.