VisionPoint Advisory Group’s FirstCash FCFS Stock Holding History

VisionPoint Advisory Group’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	-378	Closed	-$39.6K	–	419
2024 Q2	$39.6K	Hold	378	–	–	0.01%	304
2024 Q1	$48.2K	Sell	378 -317	-46%	-$36.7K	0.02%	271
2023 Q4	$75.3K	Sell	695 -410	-37%	-$44.4K	0.03%	208
2023 Q3	$111K	Sell	1,105 -20,932	-95%	-$1.98M	0.05%	183
2023 Q2	$2.06M	Sell	22,037 -9,589	-30%	-$937K	0.84%	30
2023 Q1	$3.22M	Sell	31,626 -11,028	-26%	-$995K	1.42%	16
2022 Q4	$3.84M	Sell	42,654 -18,705	-30%	-$1.66M	1.59%	17
2022 Q3	$4.5M	Sell	61,359 -2,925	-5%	-$218K	2.16%	18
2022 Q2	$5M	Buy	64,284 +11,460	+22%	+$826K	1.98%	19
2022 Q1	$3.85M	Buy	52,824 +18,059	+52%	+$1.28M	1.78%	22
2021 Q4	$2.43M	Buy	+34,765	New	+$2.67M	1.06%	32

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

VisionPoint Advisory Group's FCFS Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of FirstCash (FCFS) in Q3 2024, closing a stake of 378 shares — an estimated $39.6K sold.

VisionPoint Advisory Group first reported a position in FCFS in Q4 2021 and held it in 11 quarters. The position peaked at $5M in Q2 2022. 326 funds tracked by Wall St. Rank hold FCFS as of Q3 2024.

VisionPoint Advisory Group reported no remaining FirstCash position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 378 FirstCash shares in Q3 2024, an estimated $39.6K.
VisionPoint Advisory Group first reported a position in FirstCash in Q4 2021 and held it in 11 quarters.
VisionPoint Advisory Group's FirstCash position peaked at $5M in Q2 2022.
326 funds tracked by Wall St. Rank held FirstCash as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.