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Harvest Group Wealth Management’s FirstService FSV Stock Holding History

Harvest Group Wealth Management’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
2023
Q1 		$2.68K Buy
19
+4
+27% +$551 ﹤0.01% 113
2022
Q4 		$1.84K Buy
+15
New +$1.86K ﹤0.01% 122

Other funds holding FSV

DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Harvest Group Wealth Management's FSV Position: Q1 2023 in Review

Harvest Group Wealth Management increased its FirstService (FSV) stake by 27% in Q1 2023, buying an estimated $551 and bringing the position to 19 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #113.

Harvest Group Wealth Management first reported a position in FSV in Q4 2022 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold FSV as of Q1 2023.

  • Harvest Group Wealth Management held 19 shares of FirstService worth $2.68K as of Q1 2023.
  • Harvest Group Wealth Management bought 4 FirstService shares in Q1 2023, an estimated $551.
  • FirstService made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #113 holding.
  • Harvest Group Wealth Management first reported a position in FirstService in Q4 2022 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held FirstService as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.