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Schechter Investment Advisors’s FirstService FSV Stock Holding History

Schechter 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
-1,163
Closed -$212K – 680
2024
Q3 		$212K Buy
+1,163
New +$200K 0.02% 576

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 $4.6B AUM 16.08% 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

Schechter Investment Advisors's FSV Position: Q4 2024 in Review

Schechter Investment Advisors sold out of FirstService (FSV) in Q4 2024, closing a stake of 1,163 shares — an estimated $212K sold.

Schechter Investment Advisors first reported a position in FSV in Q3 2024 and held it in 1 quarter. The position peaked at $212K in Q3 2024. 310 funds tracked by Wall St. Rank hold FSV as of Q4 2024.

  • Schechter Investment Advisors reported no remaining FirstService position as of Q4 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,163 FirstService shares in Q4 2024, an estimated $212K.
  • Schechter Investment Advisors first reported a position in FirstService in Q3 2024 and held it in 1 quarter.
  • Schechter Investment Advisors's FirstService position peaked at $212K in Q3 2024.
  • 310 funds tracked by Wall St. Rank held FirstService as of Q4 2024.

Based on Schechter Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.