First Personal Financial Services Incresed Positions 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
AWK
American Water Works Company, Inc.

Utilities
3.57K
+ 4.77%
$113.82 - $135.5 $406K - $483K
78.3K $10.1M
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
NEM
Newmont Corp

Basic Materials
2.34K
+ 4.99%
$36.43 - $44.44 $85.1K - $104K
49.1K $2.06M
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
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
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
VUG
Vanguard Growth ETF

ETFs
214
+ 356.67%
$322.46 - $377.11 $69K - $80.7K
274 $102K
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
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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
360
+ 2.67%
$50.64 - $51.3 $18.2K - $18.5K
13.8K $708K
MO
Altria Group, Inc.

Consumer Defensive
350
+ 41.62%
$40.75 - $46.83 $14.3K - $16.4K
1.19K $54K
T
At&T Inc.

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

ETFs
56
+ 800.0%
$177.65 - $191.11 $9.95K - $10.7K
63 $11K
VBK
Vanguard Small Cap Growth ETF

ETFs
41
+ 820.0%
$237.63 - $258.31 $9.74K - $10.6K
46 $11K
VDC
Vanguard Consumer Staples ETF

ETFs
229
+ 0.69%
$194.57 - $209.07 $44.6K - $47.9K
33.4K $6.78M
BIDU
Baidu, Inc.

Communication Services
100
+ 153.85%
$86.48 - $113.41 $8.65K - $11.3K
165 $14K
VGT
Vanguard Information Technolog

ETFs
10
+ 31.25%
$479.9 - $588.82 $4.8K - $5.89K
42 $24K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
101
+ 776.92%
$65.46 - $70.15 $6.61K - $7.09K
114 $7K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
94
+ 348.15%
$68.22 - $72.74 $6.41K - $6.84K
121 $8K
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
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.5K
+ 83.33%
$12.1 - $19.54 $18.2K - $29.3K
3.3K $39K
WEC
Wec Energy Group, Inc.

Utilities
5
+ 0.49%
$77.8 - $85.58 $389 - $428
1.03K $80K
SEDG
Solaredge Technologies, Inc.

Technology
25
+ 19.23%
$24.99 - $72.09 $625 - $1.8K
155 $3K
BND
Vanguard Bd Index Fd Inc Total

ETFs
92
+ 0.26%
$70.55 - $72.66 $6.49K - $6.68K
35.4K $2.55M
NPK
National Presto Industries Inc

Industrials
235
+ 6.24%
$72.91 - $85.85 $17.1K - $20.2K
4K $300K
PSA
Public Storage

Real Estate
207
+ 0.65%
$257.73 - $293.34 $53.4K - $60.7K
31.9K $9.19M
VZ
Verizon Communications Inc

Communication Services
662
+ 0.73%
$38.6 - $42.84 $25.6K - $28.4K
90.8K $3.75M
ABEV
Ambev S.A.

Consumer Defensive
2.84K
+ 0.78%
$2.05 - $2.46 $5.81K - $6.97K
368K $753K
CTSH
Cognizant Technology Solutions Corp

Technology
195
+ 0.56%
$64.26 - $71.84 $12.5K - $14K
34.9K $2.37M
IJK
Ishares S&P Midcap 400 Growth

ETFs
66
+ 0.08%
$84.85 - $91.12 $5.6K - $6.01K
81.5K $7.18M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.19K
+ 2.27%
$95.76 - $100.68 $210K - $220K
98.8K $9.5M
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
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