First Personal Financial Services Sells in Q3 2024

First Personal Financial Services

  • $472 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-554
- 0.62%
$148.65 - $191.18 $82.4K - $106K
88.9K $14.7M
NUE
Nucor Corp

Basic Materials
-1.49K
- 2.25%
$137.77 - $166.14 $205K - $248K
64.8K $9.75M
WM
Waste Management Inc

Industrials
-1.19K
- 1.77%
$196.96 - $223.45 $235K - $267K
66.1K $13.7M
UL
Unilever PLC

Consumer Defensive
-33.8K
- 19.07%
$54.7 - $65.59 $1.85M - $2.22M
143K $9.32M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.38K
- 3.96%
$147.95 - $191.05 $352K - $454K
57.7K $10M
AMGN
Amgen Inc

Healthcare
-1.59K
- 8.98%
$309.38 - $337.38 $491K - $535K
16.1K $5.19M
ANSS
Ansys Inc

Technology
-457
- 1.38%
$296.54 - $331.25 $136K - $151K
32.8K $10.4M
MCK
Mckesson Corp

Healthcare
-69
- 5.14%
$479.06 - $630.38 $33.1K - $43.5K
1.27K $629K
GOOG
Alphabet Inc.

Communication Services
-94
- 1.11%
$149.54 - $192.66 $14.1K - $18.1K
8.39K $1.4M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-3.62K
- 62.81%
$44.07 - $50.57 $160K - $183K
2.14K $108K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-1.77K
- 71.6%
$54.31 - $61.04 $95.9K - $108K
700 $42K
ADBE
Adobe Inc.

Technology
-106
- 14.46%
$508.13 - $586.55 $53.9K - $62.2K
627 $324K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.26K
- 65.12%
$64.57 - $71.76 $81.4K - $90.4K
675 $48K
QCOM
Qualcomm Inc

Technology
-92
- 7.68%
$156.12 - $209.64 $14.4K - $19.3K
1.11K $188K
CAT
Caterpillar Inc

Industrials
-179
- 35.24%
$316.8 - $391.12 $56.7K - $70K
329 $128K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-11
- 0.73%
$31.02 - $58.9 $341 - $648
1.49K $46K
NPK
National Presto Industries Inc

Industrials
-500
- 12.5%
$70.4 - $78.43 $35.2K - $39.2K
3.5K $262K
F
Ford Motor CO

Consumer Cyclical
-625
- 5.38%
$9.71 - $14.55 $6.07K - $9.09K
11K $116K
XLK
Technology Sector Spdr

ETFs
-125
- 50.0%
$197.34 - $237.68 $24.7K - $29.7K
125 $28K
GS
Goldman Sachs Group Inc

Financial Services
-59
- 98.33%
$459.02 - $510.25 $27.1K - $30.1K
1 $0
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.29K
- 39.12%
$8.26 - $12.16 $10.7K - $15.7K
2.01K $18K
MU
Micron Technology Inc

Technology
-6
- 0.94%
$86.27 - $136.82 $518 - $821
635 $65K
EMN
Eastman Chemical CO

Basic Materials
-295
- 20.4%
$93.82 - $113.74 $27.7K - $33.6K
1.15K $128K
VIG
Vanguard Dividend Appreciation

ETFs
-50
- 1.91%
$182.15 - $182.15 $9.11K - $9.11K
2.57K $467K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.17K
- 3.59%
$105.92 - $110.83 $124K - $129K
31.3K $3.46M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-3.81K
- 5.33%
$11.31 - $11.96 $43.1K - $45.5K
67.6K $808K
BIDU
Baidu, Inc.

Communication Services
-100
- 60.61%
$81.0 - $105.29 $8.1K - $10.5K
65 $6K
SDS
Proshares Tr Ultrashort S&P 50

ETFs
-41
- 2.14%
$20.63 - $25.65 $846 - $1.05K
1.88K $38K
NJR
New Jersey Resources Corp

Utilities
-241
- 16.63%
$42.03 - $48.02 $10.1K - $11.6K
1.21K $57K
NWN
Northwest Natural Holding CO

Utilities
-238
- 18.45%
$35.25 - $40.82 $8.39K - $9.72K
1.05K $42K
GIB
Cgi Inc

Technology
-100
- 22.22%
$99.02 - $116.4 $9.9K - $11.6K
350 $40K
AAP
Advance Auto Parts Inc

Consumer Cyclical
-53
- 50.48%
$38.53 - $64.44 $2.04K - $3.42K
52 $2K
UPS
United Parcel Service Inc

Industrials
-16
- 4.04%
$123.32 - $147.38 $1.97K - $2.36K
380 $51K
KRE
Spdr S&P Regional Banking ETF

ETFs
-77
- 37.56%
$47.94 - $59.23 $3.69K - $4.56K
128 $7K
D
Dominion Energy, Inc

Utilities
-109
- 26.59%
$48.01 - $58.53 $5.23K - $6.38K
301 $17K
CHKP
Check Point Software Technologies LTD

Technology
-33
- 20.89%
$165.0 - $195.47 $5.45K - $6.45K
125 $24K
STX
Seagate Technology Holdings PLC

Technology
-12
- 92.31%
$92.1 - $110.76 $1.11K - $1.33K
1 $0
MGEE
Mge Energy Inc

Utilities
-141
- 20.11%
$73.49 - $92.42 $10.4K - $13K
560 $51K
WSFS
Wsfs Financial Corp

Financial Services
-11
- 12.5%
$45.65 - $57.21 $502 - $629
77 $3K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-250
- 7.01%
$108.44 - $120.37 $27.1K - $30.1K
3.32K $399K
EIX
Edison International

Utilities
-71
- 18.68%
$71.19 - $87.72 $5.05K - $6.23K
309 $26K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-35
- 15.22%
$38.1 - $44.5 $1.33K - $1.56K
195 $8K
Labcorp Holdings Inc
-26
- 0.95%
N/A
2.7K $0
Solventum Corp
-6
- 33.33%
N/A
12 $0
WPM
Wheaton Precious Metals Corp.

Basic Materials
-25
- 6.49%
$52.04 - $64.22 $1.3K - $1.61K
360 $21K
COST
Costco Wholesale Corp

Consumer Defensive
-376
- 4.11%
$801.83 - $917.05 $301K - $345K
8.78K $7.78M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-342
- 2.47%
$51.02 - $52.74 $17.4K - $18K
13.5K $709K
ATO
Atmos Energy Corp

Utilities
-112
- 14.18%
$114.08 - $138.75 $12.8K - $15.5K
678 $94K
MDT
Medtronic PLC

Healthcare
-157
- 9.18%
$76.84 - $91.03 $12.1K - $14.3K
1.55K $139K
Activity Summary
Buys All Purchases 338 New Holdings 234 Increased Positions 104 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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