First Personal Financial Services Reduced Holdings in Q2 2024

First Personal Financial Services

  • $441 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ANSS
Ansys Inc

Technology
-103
- 0.31%
$314.53 - $347.48 $32.4K - $35.8K
33.2K $10.7M
TGT
Target Corp

Consumer Defensive
-73
- 0.3%
$141.16 - $177.82 $10.3K - $13K
24.5K $3.63M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-58
- 0.31%
$541.52 - $599.02 $31.4K - $34.7K
18.9K $10.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-320
- 2.31%
$249.37 - $280.22 $79.8K - $89.7K
13.5K $3.45M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-903
- 0.51%
$56.43 - $60.79 $51K - $54.9K
175K $10.2M
CSCO
Cisco Systems, Inc.

Technology
-3.9K
- 5.2%
$45.52 - $50.04 $177K - $195K
71.1K $3.38M
V
Visa Inc.

Financial Services
-73
- 0.95%
$262.47 - $281.5 $19.2K - $20.5K
7.58K $1.99M
WAT
Waters Corp

Healthcare
-15
- 0.79%
$286.47 - $361.79 $4.3K - $5.43K
1.89K $549K
DIS
Walt Disney CO

Communication Services
-135
- 3.56%
$99.29 - $122.82 $13.4K - $16.6K
3.66K $363K
VNQ
Vanguard Specialized Funds Van

ETFs
-298
- 1.1%
$78.61 - $85.97 $23.4K - $25.6K
26.7K $2.24M
IWR
Ishares Russell Mid Cap ETF

ETFs
-750
- 18.1%
$78.66 - $83.59 $59K - $62.7K
3.39K $275K
TPL
Texas Pacific Land Corp

Energy
-126
- 93.33%
$558.56 - $777.27 $70.4K - $97.9K
9 $6K
IBM
International Business Machines Corp

Technology
-25
- 0.73%
$164.43 - $190.9 $4.11K - $4.77K
3.4K $588K
PPG
Ppg Industries Inc

Basic Materials
-325
- 28.89%
$124.9 - $143.38 $40.6K - $46.6K
800 $100K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-335
- 69.07%
$154.56 - $173.19 $51.8K - $58K
150 $25K
SONY
Sony Group Corp

Technology
-303
- 1.04%
$75.37 - $87.23 $22.8K - $26.4K
28.8K $2.45M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-171
- 31.9%
$316.15 - $367.33 $54.1K - $62.8K
365 $133K
ABT
Abbott Laboratories

Healthcare
-100
- 2.68%
$100.73 - $112.44 $10.1K - $11.2K
3.63K $376K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-507
- 0.91%
$50.02 - $51.62 $25.4K - $26.2K
55.1K $2.82M
MDT
Medtronic PLC

Healthcare
-333
- 16.3%
$78.71 - $87.02 $26.2K - $29K
1.71K $134K
AXP
American Express CO

Financial Services
-194
- 11.45%
$217.5 - $243.08 $42.2K - $47.2K
1.5K $347K
MRK
Merck & Co., Inc.

Healthcare
-69
- 1.92%
$123.8 - $132.96 $8.54K - $9.17K
3.52K $436K
SKM
Sk Telecom CO LTD

Communication Services
-594
- 1.59%
$19.94 - $21.86 $11.8K - $13K
36.8K $770K
TIP
Ishares Tr Tips Bd ETF

ETFs
-124
- 0.38%
$105.01 - $107.23 $13K - $13.3K
32.5K $3.47M
RY
Royal Bank Of Canada

Financial Services
-500
- 14.1%
$96.4 - $109.27 $48.2K - $54.6K
3.05K $324K
VHT
Vanguard Health Care ETF

ETFs
-106
- 29.78%
$252.83 - $269.37 $26.8K - $28.6K
250 $66K
TAP
Molson Coors Beverage CO

Consumer Defensive
-90
- 5.92%
$49.53 - $68.19 $4.46K - $6.14K
1.43K $72K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-653
- 23.05%
$41.42 - $44.51 $27K - $29.1K
2.18K $95K
DOW
Dow Inc.

Basic Materials
-328
- 13.7%
$52.96 - $59.99 $17.4K - $19.7K
2.07K $109K
AMP
Ameriprise Financial Inc

Financial Services
-58
- 16.2%
$407.69 - $442.22 $23.6K - $25.6K
300 $128K
MCK
Mckesson Corp

Healthcare
-171
- 11.29%
$518.81 - $607.81 $88.7K - $104K
1.34K $784K
CAT
Caterpillar Inc

Industrials
-25
- 4.69%
$321.47 - $379.3 $8.04K - $9.48K
508 $169K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-533
- 93.35%
$40.83 - $44.89 $21.8K - $23.9K
38 $1K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-395
- 61.24%
$45.6 - $48.78 $18K - $19.3K
250 $11K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-300
- 10.85%
$53.37 - $56.94 $16K - $17.1K
2.47K $136K
WFC
Wells Fargo & Company

Financial Services
-361
- 8.41%
$56.41 - $62.34 $20.4K - $22.5K
3.93K $233K
DRI
Darden Restaurants Inc

Consumer Cyclical
-77
- 53.47%
$145.98 - $167.24 $11.2K - $12.9K
67 $10K
ADP
Automatic Data Processing Inc

Industrials
-49
- 26.63%
$237.3 - $254.02 $11.6K - $12.4K
135 $32K
AOK
Ishares Tr Core Conservative A

ETFs
-411
- 3.07%
$35.66 - $37.13 $14.7K - $15.3K
13K $479K
XLF
Financial Sector Spdr

ETFs
-250
- 14.76%
$39.59 - $42.49 $9.9K - $10.6K
1.44K $59K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-46
- 31.51%
$106.25 - $130.01 $4.89K - $5.98K
100 $10K
MGV
Vanguard Mega Cap Value

ETFs
-55
- 6.37%
$113.61 - $120.34 $6.25K - $6.62K
809 $95K
IWM
Ishares Russell 2000 ETF

ETFs
-15
- 3.57%
$192.84 - $209.44 $2.89K - $3.14K
405 $82K
XLK
Technology Sector Spdr

ETFs
-50
- 16.67%
$192.53 - $231.41 $9.63K - $11.6K
250 $56K
SDS
Proshares Tr Ultrashort S&P 50

ETFs
-119
- 5.84%
$22.83 - $27.9 $2.72K - $3.32K
1.92K $44K
D
Dominion Energy, Inc

Utilities
-100
- 19.61%
$46.86 - $53.94 $4.69K - $5.39K
410 $20K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-200
- 7.84%
$23.33 - $23.97 $4.67K - $4.79K
2.35K $55K
NPO
Enpro Industries, Inc

Industrials
-10
- 11.76%
$143.25 - $169.63 $1.43K - $1.7K
75 $10K
TFC
Truist Financial Corp

Financial Services
-77
- 27.8%
$35.41 - $40.18 $2.73K - $3.09K
200 $7K
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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