Howe & Rusling’s FirstCash FCFS Stock Holding History

Howe & Rusling’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
2020 Q4	–	Sell	-143	Closed	-$8K	–	956
2020 Q3	$8K	Buy	+143	New	+$8.74K	﹤0.01%	475
2020 Q1	–	Sell	-1,000	Closed	-$81K	–	806
2019 Q4	$81K	Hold	1,000	–	–	0.01%	247
2019 Q3	$92K	Hold	1,000	–	–	0.02%	244
2019 Q2	$100K	Hold	1,000	–	–	0.02%	245
2019 Q1	$87K	Buy	+1,000	New	+$83.5K	0.02%	240
2014 Q3	–	Sell	-169	Closed	-$10K	–	899
2014 Q2	$10K	Hold	169	–	–	﹤0.01%	485
2014 Q1	$9K	Hold	169	–	–	﹤0.01%	577
2013 Q4	$10K	Sell	169 -35	-17%	-$2.12K	﹤0.01%	495
2013 Q3	$12K	Hold	204	–	–	﹤0.01%	568
2013 Q2	$10K	Buy	+204	New	+$11.1K	﹤0.01%	617

Other funds holding FCFS

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

FMI

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

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

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

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

Howe & Rusling's FCFS Position: Q4 2020 in Review

Howe & Rusling sold out of FirstCash (FCFS) in Q4 2020, closing a stake of 143 shares — an estimated $8K sold.

Howe & Rusling first reported a position in FCFS in Q2 2013 and held it in 10 quarters. The position peaked at $100K in Q2 2019. 211 funds tracked by Wall St. Rank hold FCFS as of Q4 2020.

Howe & Rusling reported no remaining FirstCash position as of Q4 2020 after selling out during the quarter.
Howe & Rusling sold 143 FirstCash shares in Q4 2020, an estimated $8K.
Howe & Rusling first reported a position in FirstCash in Q2 2013 and held it in 10 quarters.
Howe & Rusling's FirstCash position peaked at $100K in Q2 2019.
211 funds tracked by Wall St. Rank held FirstCash as of Q4 2020.

Based on Howe & Rusling's 13F filing for Q4 2020, filed 8 Feb 2021.