First Personal Financial Services Closed Holding Positions

First Personal Financial Services

  • $472 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Columbia Ppty Tr Inc
Q3 2021 Filed on Nov 04, 2021
122
N/A
Navistar Intl Corp New
Q3 2021 Filed on Nov 04, 2021
20
N/A
CMI
Cummins Inc

Industrials
Q3 2021 Filed on Nov 04, 2021
40
$219.54 - $243.28 $8.78K - $9.73K
FNDC
Schwab Fundamental Intl Small

ETFs
Q3 2021 Filed on Nov 04, 2021
1,058
$37.86 - $40.67 $40.1K - $43K
General Electric CO
Q3 2021 Filed on Nov 04, 2021
14,055
N/A
UCO
Pro Shares Trust Ii

ETFs
Q2 2021 Filed on Aug 02, 2021
40
$13.23 - $19.87 $529 - $795
MMP
Magellan Midstream Partners, L.P.

Energy
Q2 2021 Filed on Aug 02, 2021
417
$44.19 - $53.53 $18.4K - $22.3K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q2 2021 Filed on Aug 02, 2021
210
$37.35 - $40.51 $7.84K - $8.51K
ZM
Zoom Video Communications, Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
4
$288.49 - $394.73 $1.15K - $1.58K
ING
Ing Groep Nv

Financial Services
Q1 2021 Filed on Apr 29, 2021
1,756
$8.73 - $12.49 $15.3K - $21.9K
DDD
3 D Systems Corp

Technology
Q1 2021 Filed on Apr 29, 2021
85
$10.47 - $55.35 $890 - $4.7K
TM
Toyota Motor Corp

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
100
$140.41 - $161.56 $14K - $16.2K
China Mobile Limited
Q1 2021 Filed on Apr 29, 2021
7,429
N/A
EW
Edwards Lifesciences Corp

Healthcare
Q1 2021 Filed on Apr 29, 2021
69
$78.68 - $90.67 $5.43K - $6.26K
DK
Delek Us Holdings, Inc.

Energy
Q1 2021 Filed on Apr 29, 2021
114
$15.33 - $26.33 $1.75K - $3K
COF
Capital One Financial Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
92
$97.84 - $132.6 $9K - $12.2K
EUFN
Ishares Msci Europe Financials

ETFs
Q1 2021 Filed on Apr 29, 2021
248
$16.82 - $19.59 $4.17K - $4.86K
Bristol Myers Squibb CO
Q1 2021 Filed on Apr 29, 2021
1,380
N/A
BP
Bp PLC

Energy
Q1 2021 Filed on Apr 29, 2021
207
$20.75 - $26.96 $4.3K - $5.58K
Unilever N V
Q4 2020 Filed on Feb 01, 2021
116,925
N/A
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q3 2020 Filed on Nov 02, 2020
65
$77.57 - $85.18 $5.04K - $5.54K
SMB
Vaneck Short Muni ETF

ETFs
Q3 2020 Filed on Nov 02, 2020
175
$17.83 - $18.11 $3.12K - $3.17K
PID
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 02, 2020
350
$12.12 - $13.53 $4.24K - $4.74K
CRON
Cronos Group Inc.

Healthcare
Q3 2020 Filed on Nov 02, 2020
525
$4.96 - $7.08 $2.6K - $3.72K
IDV
Ishares Tr

ETFs
Q3 2020 Filed on Nov 02, 2020
3,438
$24.68 - $26.95 $84.8K - $92.7K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q3 2020 Filed on Nov 02, 2020
30
$285.37 - $328.74 $8.56K - $9.86K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
Q2 2020 Filed on Aug 03, 2020
745
$81.46 - $123.86 $60.7K - $92.3K
Texas Pac Ld Tr
Q2 2020 Filed on Aug 03, 2020
2
N/A
PDN
Invesco Fd Tr

ETFs
Q2 2020 Filed on Aug 03, 2020
357
$21.93 - $29.32 $7.83K - $10.5K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
Q2 2020 Filed on Aug 03, 2020
902
$28.94 - $37.58 $26.1K - $33.9K
United Technologies Corp
Q2 2020 Filed on Aug 03, 2020
1,310
N/A
Raytheon CO
Q2 2020 Filed on Aug 03, 2020
350
N/A
Cypress Semiconductor Corp
Q2 2020 Filed on Aug 03, 2020
6,200
N/A
WHR
Whirlpool Corp

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
4
$64.22 - $156.67 $257 - $627
JNPR
Juniper Networks Inc

Technology
Q1 2020 Filed on Apr 22, 2020
25
$17.28 - $24.94 $432 - $624
HSIC
Henry Schein Inc

Healthcare
Q1 2020 Filed on Apr 22, 2020
10
$43.18 - $73.71 $432 - $737
KEYS
Keysight Technologies, Inc.

Technology
Q1 2020 Filed on Apr 22, 2020
535
$78.28 - $105.51 $41.9K - $56.4K
FRC
First Republic Bank

Financial Services
Q1 2020 Filed on Apr 22, 2020
9
$75.6 - $120.75 $680 - $1.09K
FFIV
F5, Inc.

Technology
Q1 2020 Filed on Apr 22, 2020
4
$90.55 - $140.76 $362 - $563
UHS
Universal Health Services Inc

Healthcare
Q1 2020 Filed on Apr 22, 2020
5
$67.69 - $147.78 $338 - $739
DFS
Discover Financial Services

Financial Services
Q1 2020 Filed on Apr 22, 2020
9
$25.25 - $85.85 $227 - $773
CF
Cf Industries Holdings, Inc.

Basic Materials
Q1 2020 Filed on Apr 22, 2020
8
$21.14 - $46.4 $169 - $371
CTXS
Citrix Systems Inc

Technology
Q1 2020 Filed on Apr 22, 2020
4
$102.97 - $145.91 $412 - $584
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
14
$14.45 - $31.52 $202 - $441
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
3
$1152.24 - $2086.9 $3.46K - $6.26K
PRGO
Perrigo CO PLC

Healthcare
Q1 2020 Filed on Apr 22, 2020
12
$40.66 - $60.8 $488 - $730
EVRG
Evergy, Inc.

Utilities
Q1 2020 Filed on Apr 22, 2020
14
$44.92 - $73.91 $629 - $1.03K
JBHT
Hunt J B Transport Services Inc

Industrials
Q1 2020 Filed on Apr 22, 2020
7
$75.38 - $119.76 $528 - $838
Tiffany & CO New
Q1 2020 Filed on Apr 22, 2020
7
N/A
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