First Personal Financial Services Closed Holding Positions

First Personal Financial Services

  • $472 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CME
Cme Group Inc.

Financial Services
Q1 2020 Filed on Apr 22, 2020
18
$139.54 - $223.63 $2.51K - $4.03K
GPN
Global Payments Inc

Industrials
Q1 2020 Filed on Apr 22, 2020
11
$116.07 - $208.47 $1.28K - $2.29K
GPC
Genuine Parts CO

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
9
$50.29 - $105.81 $453 - $952
TWTR
Twitter, Inc.

Communication Services
Q1 2020 Filed on Apr 22, 2020
42
$22.0 - $39.05 $924 - $1.64K
IPGP
Ipg Photonics Corp

Technology
Q1 2020 Filed on Apr 22, 2020
3
$105.36 - $149.97 $316 - $450
PUI
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 22, 2020
407
$24.07 - $37.61 $9.8K - $15.3K
Ihs Markit LTD
Q1 2020 Filed on Apr 22, 2020
19
N/A
INCY
Incyte Corp

Healthcare
Q1 2020 Filed on Apr 22, 2020
11
$63.18 - $85.97 $695 - $946
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2020 Filed on Apr 22, 2020
166
$38.34 - $62.84 $6.36K - $10.4K
URI
United Rentals, Inc.

Industrials
Q1 2020 Filed on Apr 22, 2020
5
$69.59 - $168.65 $348 - $843
AJG
Arthur J. Gallagher & Co.

Financial Services
Q1 2020 Filed on Apr 22, 2020
6
$68.24 - $109.16 $409 - $655
ICE
Intercontinental Exchange, Inc.

Financial Services
Q1 2020 Filed on Apr 22, 2020
29
$66.85 - $100.17 $1.94K - $2.9K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q1 2020 Filed on Apr 22, 2020
403
$6.81 - $21.48 $2.74K - $8.66K
SCHW
Schwab Charles Corp

Financial Services
Q1 2020 Filed on Apr 22, 2020
58
$28.43 - $49.0 $1.65K - $2.84K
Ingersoll Rand PLC
Q1 2020 Filed on Apr 22, 2020
12
N/A
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2020 Filed on Apr 22, 2020
12
$21.28 - $89.74 $255 - $1.08K
Seagate Technology PLC
Q1 2020 Filed on Apr 22, 2020
16
N/A
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
7
$15.34 - $37.09 $107 - $260
ALGN
Align Technology Inc

Healthcare
Q1 2020 Filed on Apr 22, 2020
5
$137.72 - $298.07 $689 - $1.49K
PXD
Pioneer Natural Resources CO

Energy
Q1 2020 Filed on Apr 22, 2020
9
$56.77 - $158.11 $511 - $1.42K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q1 2020 Filed on Apr 22, 2020
339
$100.87 - $113.18 $34.2K - $38.4K
HES
Hess Corp

Energy
Q1 2020 Filed on Apr 22, 2020
15
$28.91 - $70.94 $434 - $1.06K
Hollyfrontier Corp
Q1 2020 Filed on Apr 22, 2020
14
N/A
PH
Parker Hannifin Corp

Industrials
Q1 2020 Filed on Apr 22, 2020
6
$97.56 - $215.28 $585 - $1.29K
STT
State Street Corp

Financial Services
Q1 2020 Filed on Apr 22, 2020
21
$43.21 - $82.92 $907 - $1.74K
LUV
Southwest Airlines CO

Industrials
Q1 2020 Filed on Apr 22, 2020
26
$30.86 - $58.54 $802 - $1.52K
SNA
Snap On Inc

Industrials
Q1 2020 Filed on Apr 22, 2020
3
$95.57 - $170.0 $287 - $510
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2020 Filed on Apr 22, 2020
10
$67.9 - $128.19 $679 - $1.28K
SPG
Simon Property Group Inc

Real Estate
Q1 2020 Filed on Apr 22, 2020
113
$44.92 - $149.11 $5.08K - $16.8K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
9
$22.33 - $135.05 $201 - $1.22K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2020 Filed on Apr 22, 2020
61
N/A
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q1 2020 Filed on Apr 22, 2020
4
$336.18 - $494.43 $1.34K - $1.98K
O
Realty Income Corp

Real Estate
Q1 2020 Filed on Apr 22, 2020
182
$41.18 - $79.88 $7.49K - $14.5K
Concho Res Inc
Q1 2020 Filed on Apr 22, 2020
13
N/A
DGX
Quest Diagnostics Inc

Healthcare
Q1 2020 Filed on Apr 22, 2020
8
$75.14 - $115.68 $601 - $925
SBAC
Sba Communications Corp

Real Estate
Q1 2020 Filed on Apr 22, 2020
6
$215.46 - $303.24 $1.29K - $1.82K
J
Jacobs Engineering Group Inc

Industrials
Q1 2020 Filed on Apr 22, 2020
8
$63.01 - $103.86 $504 - $831
LEN
Lennar Corp

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
17
$29.35 - $71.22 $499 - $1.21K
Mylan N V
Q1 2020 Filed on Apr 22, 2020
36
N/A
SYF
Synchrony Financial

Financial Services
Q1 2020 Filed on Apr 22, 2020
35
$12.8 - $36.42 $448 - $1.27K
MTB
M&T Bank Corp

Financial Services
Q1 2020 Filed on Apr 22, 2020
7
$88.1 - $173.04 $617 - $1.21K
SYY
Sysco Corp

Consumer Defensive
Q1 2020 Filed on Apr 22, 2020
138
$31.24 - $84.92 $4.31K - $11.7K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2020 Filed on Apr 22, 2020
93
$40.75 - $81.0 $3.79K - $7.53K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q1 2020 Filed on Apr 22, 2020
138
$34.9 - $93.86 $4.82K - $13K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2020 Filed on Apr 22, 2020
71
$35.86 - $54.78 $2.55K - $3.89K
TTWO
Take Two Interactive Software Inc

Communication Services
Q1 2020 Filed on Apr 22, 2020
7
$100.15 - $130.39 $701 - $913
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
3
$128.52 - $301.34 $386 - $904
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
6
$43.02 - $152.21 $258 - $913
SIVB
Svb Financial Group

Financial Services
Q1 2020 Filed on Apr 22, 2020
3
$130.98 - $270.79 $393 - $812
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