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Leonteq Securities AG’s FirstService FSV Stock Holding History

Leonteq Securities AG’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-14
Closed -$1.92K – 1024
2020
Q4 		$1.92K Buy
+14
New +$1.89K ﹤0.01% 942

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Bank of Montreal
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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
FAM
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Leonteq Securities AG's FSV Position: Q1 2021 in Review

Leonteq Securities AG sold out of FirstService (FSV) in Q1 2021, closing a stake of 14 shares — an estimated $1.92K sold.

Leonteq Securities AG first reported a position in FSV in Q4 2020 and held it in 1 quarter. The position peaked at $1.92K in Q4 2020. 180 funds tracked by Wall St. Rank hold FSV as of Q1 2021.

  • Leonteq Securities AG reported no remaining FirstService position as of Q1 2021 after selling out during the quarter.
  • Leonteq Securities AG sold 14 FirstService shares in Q1 2021, an estimated $1.92K.
  • Leonteq Securities AG first reported a position in FirstService in Q4 2020 and held it in 1 quarter.
  • Leonteq Securities AG's FirstService position peaked at $1.92K in Q4 2020.
  • 180 funds tracked by Wall St. Rank held FirstService as of Q1 2021.

Based on Leonteq Securities AG's 13F filing for Q1 2021, filed 26 Mar 2026.