James Investment Research’s FirstCash FCFS Stock Holding History

James Investment Research’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 Q2	–	Sell	-671	Closed	-$64K	–	357
2023 Q1	$64K	Sell	671 -320	-32%	-$28.9K	0.01%	341
2022 Q4	$86K	Sell	991 -753	-43%	-$66.7K	0.01%	316
2022 Q3	$128K	Buy	1,744 +1,270	+268%	+$94.7K	0.02%	294
2022 Q2	$33K	Buy	+474	New	+$34.2K	﹤0.01%	389

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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

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

James Investment Research's FCFS Position: Q2 2023 in Review

James Investment Research sold out of FirstCash (FCFS) in Q2 2023, closing a stake of 671 shares — an estimated $64K sold.

James Investment Research first reported a position in FCFS in Q2 2022 and held it in 4 quarters. The position peaked at $128K in Q3 2022. 274 funds tracked by Wall St. Rank hold FCFS as of Q2 2023.

James Investment Research reported no remaining FirstCash position as of Q2 2023 after selling out during the quarter.
James Investment Research sold 671 FirstCash shares in Q2 2023, an estimated $64K.
James Investment Research first reported a position in FirstCash in Q2 2022 and held it in 4 quarters.
James Investment Research's FirstCash position peaked at $128K in Q3 2022.
274 funds tracked by Wall St. Rank held FirstCash as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.