HeadInvest LLC’s FirstCash FCFS Stock Holding History

HeadInvest LLC’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	–	Sell	-504	Closed	-$50.5K	–	377
2023 Q3	$50.5K	Buy	+504	New	+$47.6K	0.01%	350

Other funds holding FCFS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HeadInvest LLC's FCFS Position: Q4 2023 in Review

HeadInvest LLC sold out of FirstCash (FCFS) in Q4 2023, closing a stake of 504 shares — an estimated $50.5K sold.

HeadInvest LLC first reported a position in FCFS in Q3 2023 and held it in 1 quarter. The position peaked at $50.5K in Q3 2023. 318 funds tracked by Wall St. Rank hold FCFS as of Q4 2023.

HeadInvest LLC reported no remaining FirstCash position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 504 FirstCash shares in Q4 2023, an estimated $50.5K.
HeadInvest LLC first reported a position in FirstCash in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's FirstCash position peaked at $50.5K in Q3 2023.
318 funds tracked by Wall St. Rank held FirstCash as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.