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Washington Trust’s FirstService FSV Stock Holding History

Washington Trust’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
2022
Q4 		– Sell
-200
Closed -$24K – 973
2022
Q3 		$24K Hold
200
– – ﹤0.01% 519
2022
Q2 		$24K Hold
200
– – ﹤0.01% 525
2022
Q1 		$29K Hold
200
– – ﹤0.01% 516
2021
Q4 		$39K Buy
+200
New +$38.6K ﹤0.01% 480

Other funds holding FSV

DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Washington Trust's FSV Position: Q4 2022 in Review

Washington Trust sold out of FirstService (FSV) in Q4 2022, closing a stake of 200 shares — an estimated $24K sold.

Washington Trust first reported a position in FSV in Q4 2021 and held it in 4 quarters. The position peaked at $39K in Q4 2021. 197 funds tracked by Wall St. Rank hold FSV as of Q4 2022.

  • Washington Trust reported no remaining FirstService position as of Q4 2022 after selling out during the quarter.
  • Washington Trust sold 200 FirstService shares in Q4 2022, an estimated $24K.
  • Washington Trust first reported a position in FirstService in Q4 2021 and held it in 4 quarters.
  • Washington Trust's FirstService position peaked at $39K in Q4 2021.
  • 197 funds tracked by Wall St. Rank held FirstService as of Q4 2022.

Based on Washington Trust's 13F filing for Q4 2022, filed 8 Feb 2023.