First Personal Financial Services Purchases in Q2 2024

First Personal Financial Services

  • $441 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
4.47K
+ 12.96%
$389.33 - $452.85 $1.74M - $2.02M
38.9K $17.4M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$598160.0 - $634030.0 $2.39M - $2.54M
4 $2.45M
BLKB
Blackbaud Inc

Technology
13.2K
New
$70.81 - $79.92 $936K - $1.06M
13.2K $1.01M
AWK
American Water Works Company, Inc.

Utilities
3.57K
+ 4.77%
$113.82 - $135.5 $406K - $483K
78.3K $10.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.31K
New
$100.29 - $100.75 $733K - $736K
7.31K $735K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.89K
+ 33.45%
$396.73 - $420.24 $750K - $795K
7.55K $3.07M
MKC
Mccormick & CO Inc

Consumer Defensive
18.3K
+ 16.77%
$67.67 - $78.27 $1.24M - $1.43M
127K $9.04M
BKH
Black Hills Corp

Utilities
11.2K
+ 47.72%
$51.2 - $57.58 $576K - $648K
34.8K $1.89M
KMB
Kimberly Clark Corp

Consumer Defensive
1.44K
+ 3.53%
$123.89 - $141.67 $178K - $203K
42.1K $5.82M
SO
Southern CO

Utilities
2.09K
+ 3.87%
$67.77 - $80.71 $141K - $168K
56K $4.34M
DUK
Duke Energy Corp

Utilities
3.14K
+ 20.45%
$92.87 - $104.6 $291K - $328K
18.5K $1.85M
JNJ
Johnson & Johnson

Healthcare
2.6K
+ 61.88%
$144.38 - $157.78 $375K - $410K
6.8K $994K
IYW
Ishares Dj Us Tech ETF

ETFs
1.92K
+ 353.51%
$124.75 - $153.46 $239K - $294K
2.46K $369K
EWL
Ishares Inc Msci Switzerlnd

ETFs
3.24K
+ 1.7%
$45.14 - $50.63 $146K - $164K
193K $9.32M
INFY
Infosys LTD

Technology
3.65K
+ 1.45%
$16.51 - $18.63 $60.2K - $67.9K
256K $4.76M
KHC
Kraft Heinz CO

Consumer Defensive
7.86K
+ 47.61%
$32.22 - $38.65 $253K - $304K
24.4K $785K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.01%
$79.31 - $93.31 $79.3 - $93.3
15.7K $1.45M
TTAC
Fcf Us Quality ETF

ETFs
1.9K
New
$57.05 - $60.92 $108K - $116K
1.9K $115K
WM
Waste Management Inc

Industrials
460
+ 0.69%
$200.55 - $213.34 $92.3K - $98.1K
67.3K $14.4M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
7.14K
+ 11.11%
$10.62 - $11.46 $75.8K - $81.8K
71.4K $817K
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.11K
New
$39.84 - $46.12 $84.2K - $97.5K
2.11K $96K
QQQ
Invesco Qqq Trust, Series 1

ETFs
190
New
$414.65 - $485.21 $78.8K - $92.2K
190 $91K
VUG
Vanguard Growth ETF

ETFs
214
+ 356.67%
$322.46 - $377.11 $69K - $80.7K
274 $102K
SNPS
Synopsys Inc

Technology
130
New
$510.71 - $620.31 $66.4K - $80.6K
130 $77K
VTV
Vanguard Value ETF

ETFs
420
+ 352.94%
$154.57 - $163.65 $64.9K - $68.7K
539 $86K
WTRG
Essential Utilities, Inc.

Utilities
1.31K
+ 2.99%
$33.88 - $39.67 $44.2K - $51.8K
45K $1.68M
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.26%
$495.16 - $548.49 $3.47K - $3.84K
2.65K $1.44M
TT
Trane Technologies PLC

Industrials
25
+ 1.57%
$288.27 - $345.38 $7.21K - $8.63K
1.61K $530K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
382
New
$124.6 - $132.46 $47.6K - $50.6K
382 $48K
INTU
Intuit Inc

Technology
12
+ 0.24%
$562.97 - $670.27 $6.76K - $8.04K
4.92K $3.23M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.77K
+ 0.86%
$27.18 - $29.31 $48K - $51.7K
207K $5.85M
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
2K
+ 50.0%
$14.14 - $15.94 $28.3K - $31.9K
6K $93K
HAE
Haemonetics Corp

Healthcare
575
+ 5.62%
$81.24 - $97.37 $46.7K - $56K
10.8K $893K
MO
Altria Group, Inc.

Consumer Defensive
350
+ 41.62%
$40.75 - $46.83 $14.3K - $16.4K
1.19K $54K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
360
+ 2.67%
$50.64 - $51.3 $18.2K - $18.5K
13.8K $708K
EWQ
Ishares Msci France ETF

ETFs
500
New
$37.65 - $42.58 $18.8K - $21.3K
500 $18K
T
At&T Inc.

Communication Services
175
+ 2.12%
$16.09 - $19.11 $2.82K - $3.34K
8.44K $161K
VBK
Vanguard Small Cap Growth ETF

ETFs
41
+ 820.0%
$237.63 - $258.31 $9.74K - $10.6K
46 $11K
VBR
Vanguard Small Cap Value ETF

ETFs
56
+ 800.0%
$177.65 - $191.11 $9.95K - $10.7K
63 $11K
VDC
Vanguard Consumer Staples ETF

ETFs
229
+ 0.69%
$194.57 - $209.07 $44.6K - $47.9K
33.4K $6.78M
VGT
Vanguard Information Technolog

ETFs
10
+ 31.25%
$479.9 - $588.82 $4.8K - $5.89K
42 $24K
BIDU
Baidu, Inc.

Communication Services
100
+ 153.85%
$86.48 - $113.41 $8.65K - $11.3K
165 $14K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
94
+ 348.15%
$68.22 - $72.74 $6.41K - $6.84K
121 $8K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
101
+ 776.92%
$65.46 - $70.15 $6.61K - $7.09K
114 $7K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
100
New
$68.82 - $88.54 $6.88K - $8.85K
100 $7K
CCI
Crown Castle International Corp

Real Estate
65
New
$93.05 - $104.26 $6.05K - $6.78K
65 $6K
BBDC
Barings Bdc, Inc.

Financial Services
218
+ 2.63%
$9.13 - $10.18 $1.99K - $2.22K
8.49K $82K
ALB
Albemarle Corp

Basic Materials
100
+ 51.02%
$92.77 - $135.46 $9.28K - $13.5K
296 $28K
XOM
Exxon Mobil Corp

Energy
427
+ 1.01%
$108.36 - $122.2 $46.3K - $52.2K
42.5K $4.9M
Activity Summary
Buys All Purchases 74 New Holdings 15 Increased Positions 59 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track First Personal Financial Services Portfolio

Follow First Personal Financial Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Personal Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on First Personal Financial Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email