One Wealth Advisors’s FirstService FSV Stock Holding History

One Wealth Advisors’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
2019 Q2	–	Sell	-22	Closed	-$2K	–	244
2019 Q1	$2K	Buy	+22	New	+$1.81K	﹤0.01%	482

Other funds holding FSV

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

One Wealth Advisors's FSV Position: Q2 2019 in Review

One Wealth Advisors sold out of FirstService (FSV) in Q2 2019, closing a stake of 22 shares — an estimated $2K sold.

One Wealth Advisors first reported a position in FSV in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 136 funds tracked by Wall St. Rank hold FSV as of Q2 2019.

One Wealth Advisors reported no remaining FirstService position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 22 FirstService shares in Q2 2019, an estimated $2K.
One Wealth Advisors first reported a position in FirstService in Q1 2019 and held it in 1 quarter.
One Wealth Advisors's FirstService position peaked at $2K in Q1 2019.
136 funds tracked by Wall St. Rank held FirstService as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.