Schubert & Co’s FirstCash FCFS Stock Holding History

Schubert & Co’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 Q2	–	Sell	-287	Closed	-$27.4K	–	549
2023 Q1	$27.4K	Buy	287 +49	+21%	+$4.42K	0.02%	102
2022 Q4	$20.7K	Buy	238 +4	+2%	+$354	0.02%	112
2022 Q3	$17K	Buy	234 +17	+8%	+$1.27K	0.02%	115
2022 Q2	$15K	Buy	217 +12	+6%	+$865	0.01%	135
2022 Q1	$14K	Buy	+205	New	+$14.5K	0.02%	98

Other funds holding FCFS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schubert & Co's FCFS Position: Q2 2023 in Review

Schubert & Co sold out of FirstCash (FCFS) in Q2 2023, closing a stake of 287 shares — an estimated $27.4K sold.

Schubert & Co first reported a position in FCFS in Q1 2022 and held it in 5 quarters. The position peaked at $27.4K in Q1 2023. 274 funds tracked by Wall St. Rank hold FCFS as of Q2 2023.

Schubert & Co reported no remaining FirstCash position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 287 FirstCash shares in Q2 2023, an estimated $27.4K.
Schubert & Co first reported a position in FirstCash in Q1 2022 and held it in 5 quarters.
Schubert & Co's FirstCash position peaked at $27.4K in Q1 2023.
274 funds tracked by Wall St. Rank held FirstCash as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.