Simplicity Wealth’s FirstCash FCFS Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-2,060	Closed	-$216K	–	727
2024 Q2	$216K	Buy	+2,060	New	+$244K	﹤0.01%	1074

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

FMI

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

Simplicity Wealth's FCFS Position: Q3 2024 in Review

Simplicity Wealth sold out of FirstCash (FCFS) in Q3 2024, closing a stake of 2,060 shares — an estimated $216K sold.

Simplicity Wealth first reported a position in FCFS in Q2 2024 and held it in 1 quarter. The position peaked at $216K in Q2 2024. 326 funds tracked by Wall St. Rank hold FCFS as of Q3 2024.

Simplicity Wealth reported no remaining FirstCash position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 2,060 FirstCash shares in Q3 2024, an estimated $216K.
Simplicity Wealth first reported a position in FirstCash in Q2 2024 and held it in 1 quarter.
Simplicity Wealth's FirstCash position peaked at $216K in Q2 2024.
326 funds tracked by Wall St. Rank held FirstCash as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.