Institutional & Family Asset Management’s FirstCash FCFS Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	$1.26K	Hold	12	–	–	﹤0.01%	614
2024 Q1	$1.53K	Hold	12	–	–	﹤0.01%	602
2023 Q4	$1.3K	Hold	12	–	–	﹤0.01%	594
2023 Q3	$1.21K	Hold	12	–	–	﹤0.01%	596
2023 Q2	$1.12K	Hold	12	–	–	﹤0.01%	620
2023 Q1	$1.14K	Buy	12 +2	+20%	+$181	﹤0.01%	616
2022 Q4	$869	Buy	10 +2	+25%	+$177	﹤0.01%	610
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	632
2022 Q2	$1K	Buy	+8	New	+$576	﹤0.01%	651
2020 Q4	–	Sell	-25	Closed	-$1K	–	881
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	782
2020 Q2	$2K	Buy	25 +6	+32%	+$422	﹤0.01%	684
2020 Q1	$1K	Hold	19	–	–	﹤0.01%	731
2019 Q4	$2K	Hold	19	–	–	﹤0.01%	734
2019 Q3	$2K	Hold	19	–	–	﹤0.01%	695
2019 Q2	$2K	Hold	19	–	–	﹤0.01%	710
2019 Q1	$2K	Hold	19	–	–	﹤0.01%	709
2018 Q4	$1K	Hold	19	–	–	﹤0.01%	761
2018 Q3	$2K	Hold	19	–	–	﹤0.01%	734
2018 Q2	$2K	Buy	+19	New	+$1.68K	﹤0.01%	719

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

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

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

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

FMI

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

Institutional & Family Asset Management's FCFS Position: Q2 2024 in Review

Institutional & Family Asset Management held its FirstCash (FCFS) position steady in Q2 2024 at 12 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Institutional & Family Asset Management first reported a position in FCFS in Q2 2018 and has held it in 19 quarters since. The position peaked at $2K in Q2 2020. 323 funds tracked by Wall St. Rank hold FCFS as of Q2 2024.

Institutional & Family Asset Management held 12 shares of FirstCash worth $1.26K as of Q2 2024.
Institutional & Family Asset Management left its FirstCash share count unchanged in Q2 2024.
FirstCash made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #614 holding.
Institutional & Family Asset Management first reported a position in FirstCash in Q2 2018 and has held it in 19 quarters since.
Institutional & Family Asset Management's FirstCash position peaked at $2K in Q2 2020.
323 funds tracked by Wall St. Rank held FirstCash as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.