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Pathstone Family Office’s FirstCash FCFS Stock Holding History

Pathstone Family Office’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
Q3 		$219K Buy
+2,963
New +$280K ﹤0.01% 1459
2023
Q1 		– Sell
-2,480
Closed -$216K – 1317
2022
Q4 		$216K Buy
+2,480
New +$220K ﹤0.01% 1361

Other funds holding FCFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Family Office's FCFS Position: Q3 2023 in Review

Pathstone Family Office opened a new position in FirstCash (FCFS) in Q3 2023: 2,963 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1459 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in FCFS as recently as Q4 2022.

Pathstone Family Office first reported a position in FCFS in Q4 2022 and has held it in 2 quarters since. 270 funds tracked by Wall St. Rank hold FCFS as of Q3 2023.

  • Pathstone Family Office held 2,963 shares of FirstCash worth $219K as of Q3 2023.
  • FirstCash was a new Pathstone Family Office position in Q3 2023.
  • FirstCash made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1459 holding.
  • Pathstone Family Office first reported a position in FirstCash in Q4 2022 and has held it in 2 quarters since.
  • 270 funds tracked by Wall St. Rank held FirstCash as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.