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Insight Wealth Strategies’s FirstCash FCFS Stock Holding History

Insight Wealth Strategies’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
2019
Q4 		– Sell
-4,928
Closed -$452K – 201
2019
Q3 		$452K Buy
4,928
+114
+2% +$11.3K 0.11% 123
2019
Q2 		$481K Buy
4,814
+151
+3% +$14.3K 0.12% 106
2019
Q1 		$403K Hold
4,663
– – 0.11% 108
2018
Q4 		$337K Buy
+4,663
New +$372K 0.1% 111

Other funds holding FCFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Insight Wealth Strategies's FCFS Position: Q4 2019 in Review

Insight Wealth Strategies sold out of FirstCash (FCFS) in Q4 2019, closing a stake of 4,928 shares — an estimated $452K sold.

Insight Wealth Strategies first reported a position in FCFS in Q4 2018 and held it in 4 quarters. The position peaked at $481K in Q2 2019. 238 funds tracked by Wall St. Rank hold FCFS as of Q4 2019.

  • Insight Wealth Strategies reported no remaining FirstCash position as of Q4 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 4,928 FirstCash shares in Q4 2019, an estimated $452K.
  • Insight Wealth Strategies first reported a position in FirstCash in Q4 2018 and held it in 4 quarters.
  • Insight Wealth Strategies's FirstCash position peaked at $481K in Q2 2019.
  • 238 funds tracked by Wall St. Rank held FirstCash as of Q4 2019.

Based on Insight Wealth Strategies's 13F filing for Q4 2019, filed 21 Feb 2020.