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Prime Capital Investment Advisors’s FirstService FSV Stock Holding History

Prime Capital Investment 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
2024
Q4 		– Sell
-4,819
Closed -$879K – 945
2024
Q3 		$879K Sell
4,819
-3,415
-41% -$587K 0.01% 464
2024
Q2 		$1.25M Sell
8,234
-3,441
-29% -$520K 0.02% 393
2024
Q1 		$1.94M Sell
11,675
-6,017
-34% -$993K 0.03% 348
2023
Q4 		$2.87M Buy
+17,692
New +$2.67M 0.04% 279

Other funds holding FSV

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Prime Capital Investment Advisors's FSV Position: Q4 2024 in Review

Prime Capital Investment Advisors sold out of FirstService (FSV) in Q4 2024, closing a stake of 4,819 shares — an estimated $879K sold.

Prime Capital Investment Advisors first reported a position in FSV in Q4 2023 and held it in 4 quarters. The position peaked at $2.87M in Q4 2023. 310 funds tracked by Wall St. Rank hold FSV as of Q4 2024.

  • Prime Capital Investment Advisors reported no remaining FirstService position as of Q4 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 4,819 FirstService shares in Q4 2024, an estimated $879K.
  • Prime Capital Investment Advisors first reported a position in FirstService in Q4 2023 and held it in 4 quarters.
  • Prime Capital Investment Advisors's FirstService position peaked at $2.87M in Q4 2023.
  • 310 funds tracked by Wall St. Rank held FirstService as of Q4 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.