Ownership history in BENJAMIN EDWARDS INC Β· 10 quarters on record
This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in FIRSTSERVICE CORP NEW (FSV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BENJAMIN EDWARDS INC underperformed the S&P 500 by β7.5% annually on this FSV position. Timing score: 89% (8/9 decisions correct). Average cost basis: $161.67. Maximum drawdown during holding period: β8.0%.
β Significantly underperformed the S&P 500 by 7.5% ann.
9 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 9 add/trim decisions correct
Best entry: $116.64 (2022 Q3) Β· Worst: $174.06 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 2 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size