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Syverson Strege & Co’s FirstService FSV Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-9
Closed -$1.27K – 270
2023
Q1 		$1.27K Buy
+9
New +$1.24K ﹤0.01% 564

Other funds holding FSV

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Syverson Strege & Co's FSV Position: Q2 2023 in Review

Syverson Strege & Co sold out of FirstService (FSV) in Q2 2023, closing a stake of 9 shares — an estimated $1.27K sold.

Syverson Strege & Co first reported a position in FSV in Q1 2023 and held it in 1 quarter. The position peaked at $1.27K in Q1 2023. 236 funds tracked by Wall St. Rank hold FSV as of Q2 2023.

  • Syverson Strege & Co reported no remaining FirstService position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 9 FirstService shares in Q2 2023, an estimated $1.27K.
  • Syverson Strege & Co first reported a position in FirstService in Q1 2023 and held it in 1 quarter.
  • Syverson Strege & Co's FirstService position peaked at $1.27K in Q1 2023.
  • 236 funds tracked by Wall St. Rank held FirstService as of Q2 2023.

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