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Wealthspire Advisors (Maryland)’s FirstCash FCFS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-233
Closed -$20K – 974
2019
Q1 		$20K Sell
233
-12
-5% -$1K ﹤0.01% 1272
2018
Q4 		$18K Sell
245
-165
-40% -$13.2K ﹤0.01% 1240
2018
Q3 		$34K Sell
410
-57
-12% -$4.8K ﹤0.01% 1097
2018
Q2 		$42K Sell
467
-1,061
-69% -$93.9K ﹤0.01% 1045
2018
Q1 		$124K Hold
1,528
– – 0.01% 630
2017
Q4 		$103K Sell
1,528
-23
-1% -$1.49K 0.01% 703
2017
Q3 		$98K Buy
1,551
+45
+3% +$2.66K 0.01% 719
2017
Q2 		$88K Buy
1,506
+60
+4% +$3.19K 0.01% 737
2017
Q1 		$71K Sell
1,446
-553
-28% -$24.6K 0.01% 702
2016
Q4 		$94K Buy
1,999
+256
+15% +$12K 0.01% 592
2016
Q3 		$82K Hold
1,743
– – 0.01% 636
2016
Q2 		$89K Buy
1,743
+772
+80% +$35.8K 0.01% 551
2016
Q1 		$45K Sell
971
-3
-0.3% -$121 0.01% 729
2015
Q4 		$36K Buy
+974
New +$38K 0.01% 803

Other funds holding FCFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FCFS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of FirstCash (FCFS) in Q2 2019, closing a stake of 233 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in FCFS in Q4 2015 and held it in 14 quarters. The position peaked at $124K in Q1 2018. 228 funds tracked by Wall St. Rank hold FCFS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining FirstCash position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 233 FirstCash shares in Q2 2019, an estimated $20K.
  • Wealthspire Advisors (Maryland) first reported a position in FirstCash in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s FirstCash position peaked at $124K in Q1 2018.
  • 228 funds tracked by Wall St. Rank held FirstCash as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.