TWP
FCFS icon

TFO Wealth Partners’s FirstCash FCFS Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-3
Closed -$383 – 292
2024
Q1 		$383 Hold
3
– – ﹤0.01% 326
2023
Q4 		$325 Hold
3
– – ﹤0.01% 488
2023
Q3 		$280 Hold
3
– – ﹤0.01% 687
2023
Q2 		$280 Hold
3
– – ﹤0.01% 423
2023
Q1 		$286 Hold
3
– – ﹤0.01% 386
2022
Q4 		$116 Buy
+3
New +$266 ﹤0.01% 745

Other funds holding FCFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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

TFO Wealth Partners's FCFS Position: Q2 2024 in Review

TFO Wealth Partners sold out of FirstCash (FCFS) in Q2 2024, closing a stake of 3 shares — an estimated $383 sold.

TFO Wealth Partners first reported a position in FCFS in Q4 2022 and held it in 6 quarters. The position peaked at $383 in Q1 2024. 323 funds tracked by Wall St. Rank hold FCFS as of Q2 2024.

  • TFO Wealth Partners reported no remaining FirstCash position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 FirstCash shares in Q2 2024, an estimated $383.
  • TFO Wealth Partners first reported a position in FirstCash in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's FirstCash position peaked at $383 in Q1 2024.
  • 323 funds tracked by Wall St. Rank held FirstCash as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.