First Personal Financial Services Closed Holding Positions

First Personal Financial Services

  • $472 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
18
$59.97 - $123.81 $1.08K - $2.23K
MCO
Moodys Corp

Financial Services
Q1 2020 Filed on Apr 22, 2020
8
$165.09 - $285.31 $1.32K - $2.28K
MNST
Monster Beverage Corp

Consumer Defensive
Q1 2020 Filed on Apr 22, 2020
10
$50.97 - $70.4 $510 - $704
MSCI
Msci Inc.

Financial Services
Q1 2020 Filed on Apr 22, 2020
4
$224.65 - $332.11 $899 - $1.33K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
589
$39.24 - $49.85 $23.1K - $29.4K
National Oilwell Varco Inc
Q1 2020 Filed on Apr 22, 2020
30
N/A
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
943
$56.52 - $106.78 $53.3K - $101K
OMC
Omnicom Group Inc.

Communication Services
Q1 2020 Filed on Apr 22, 2020
12
$48.3 - $80.49 $580 - $966
Maxim Integrated Prods Inc
Q1 2020 Filed on Apr 22, 2020
152
N/A
VRSK
Verisk Analytics, Inc.

Industrials
Q1 2020 Filed on Apr 22, 2020
8
$121.18 - $171.56 $969 - $1.37K
ABMD
Abiomed Inc

Healthcare
Q1 2020 Filed on Apr 22, 2020
3
$130.51 - $196.01 $392 - $588
NWL
Newell Brands Inc.

Consumer Defensive
Q1 2020 Filed on Apr 22, 2020
34
$10.55 - $20.53 $359 - $698
BR
Broadridge Financial Solutions, Inc.

Technology
Q1 2020 Filed on Apr 22, 2020
4
$84.26 - $132.57 $337 - $530
CE
Celanese Corp

Basic Materials
Q1 2020 Filed on Apr 22, 2020
4
$59.12 - $121.43 $236 - $486
AKAM
Akamai Technologies Inc

Technology
Q1 2020 Filed on Apr 22, 2020
5
$80.05 - $102.56 $400 - $513
COO
Cooper Companies, Inc.

Healthcare
Q1 2020 Filed on Apr 22, 2020
2
$243.44 - $359.98 $487 - $720
AEE
Ameren Corp

Utilities
Q1 2020 Filed on Apr 22, 2020
7
$61.37 - $87.07 $430 - $609
AGZ
Ishares Agency Bond ETF

ETFs
Q1 2020 Filed on Apr 22, 2020
90
$115.78 - $121.78 $10.4K - $11K
JPIN
Jp Morgan Diversified Return I

ETFs
Q1 2020 Filed on Apr 22, 2020
228
$37.71 - $57.78 $8.6K - $13.2K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
2
$465.21 - $933.84 $930 - $1.87K
CGC
Canopy Growth Corp

Healthcare
Q1 2020 Filed on Apr 22, 2020
75
$9.73 - $24.9 $730 - $1.87K
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
31
$7.14 - $34.54 $221 - $1.07K
PFG
Principal Financial Group Inc

Financial Services
Q1 2020 Filed on Apr 22, 2020
15
$24.16 - $57.08 $362 - $856
DVA
Davita Inc.

Healthcare
Q1 2020 Filed on Apr 22, 2020
7
$64.99 - $88.5 $455 - $620
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
2
$19.17 - $42.79 $38.3 - $85.6
DXC
Dxc Technology CO

Technology
Q1 2020 Filed on Apr 22, 2020
102
$9.31 - $36.76 $950 - $3.75K
EXC
Exelon Corp

Utilities
Q1 2020 Filed on Apr 22, 2020
48
$21.38 - $35.93 $1.03K - $1.72K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q1 2020 Filed on Apr 22, 2020
25
$16.46 - $30.6 $412 - $765
WTW
Willis Towers Watson PLC

Financial Services
Q1 2020 Filed on Apr 22, 2020
6
$147.56 - $220.06 $885 - $1.32K
RHI
Robert Half International Inc.

Industrials
Q1 2020 Filed on Apr 22, 2020
9
$34.17 - $63.75 $308 - $574
WRK
West Rock CO

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
17
$22.08 - $43.68 $375 - $743
CBOE
Cboe Global Markets, Inc.

Financial Services
Q1 2020 Filed on Apr 22, 2020
8
$75.85 - $127.93 $607 - $1.02K
CBRE
Cbre Group, Inc.

Real Estate
Q1 2020 Filed on Apr 22, 2020
9
$29.83 - $64.25 $268 - $578
EXPD
Expeditors International Of Washington Inc

Industrials
Q1 2020 Filed on Apr 22, 2020
11
$54.94 - $81.34 $604 - $895
KSU
Kansas City Southern

Industrials
Q1 2020 Filed on Apr 22, 2020
6
N/A
GEN
Gen Digital Inc Com
Q1 2020 Filed on Apr 22, 2020
237
N/A
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
Q1 2020 Filed on Apr 22, 2020
128
$49.59 - $53.19 $6.35K - $6.81K
AMCR
Amcor PLC

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
98
$5.95 - $11.02 $583 - $1.08K
FLT
Fleetcor Technologies Inc

Technology
Q1 2020 Filed on Apr 22, 2020
3
$171.72 - $328.85 $515 - $987
NWSA
News Corp

Communication Services
Q1 2020 Filed on Apr 22, 2020
36
$8.23 - $14.91 $296 - $537
Aqua America Inc
Q1 2020 Filed on Apr 22, 2020
30,407
N/A
BXP
Boston Properties Inc

Real Estate
Q1 2020 Filed on Apr 22, 2020
5
$77.93 - $147.51 $390 - $738
Aon PLC
Q1 2020 Filed on Apr 22, 2020
11
N/A
APH
Amphenol Corp

Technology
Q1 2020 Filed on Apr 22, 2020
16
$34.17 - $54.9 $547 - $878
AME
Ametek Inc

Industrials
Q1 2020 Filed on Apr 22, 2020
13
$58.21 - $101.86 $757 - $1.32K
Allergan PLC
Q1 2020 Filed on Apr 22, 2020
15
N/A
Alexion Pharmaceuticals Inc
Q1 2020 Filed on Apr 22, 2020
13
N/A
FTV
Fortive Corp

Technology
Q1 2020 Filed on Apr 22, 2020
17
$35.15 - $66.44 $598 - $1.13K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q1 2020 Filed on Apr 22, 2020
4
$114.92 - $174.93 $460 - $700
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