First Personal Financial Services Closed Holding Positions

First Personal Financial Services

  • $472 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
Q1 2020 Filed on Apr 22, 2020
206
$40.88 - $66.27 $8.42K - $13.7K
LIN
Linde PLC

Basic Materials
Q1 2020 Filed on Apr 22, 2020
27
$150.0 - $223.55 $4.05K - $6.04K
KIM
Kimco Realty Corp

Real Estate
Q1 2020 Filed on Apr 22, 2020
31
$9.41 - $20.45 $292 - $634
HRB
H&R Block Inc

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
9
$12.38 - $24.97 $111 - $225
REG
Regency Centers Corp

Real Estate
Q1 2020 Filed on Apr 22, 2020
11
$34.88 - $64.24 $384 - $707
DHI
Horton D R Inc

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
21
$28.78 - $62.05 $604 - $1.3K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2020 Filed on Apr 22, 2020
50
$39.85 - $66.69 $1.99K - $3.33K
Noble Energy Inc
Q1 2020 Filed on Apr 22, 2020
35
N/A
DISH
Dish Network Corp

Communication Services
Q1 2020 Filed on Apr 22, 2020
18
$18.15 - $41.29 $327 - $743
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2020 Filed on Apr 22, 2020
666
$27.48 - $31.14 $18.3K - $20.7K
EXR
Extra Space Storage Inc.

Real Estate
Q1 2020 Filed on Apr 22, 2020
4
$74.61 - $115.43 $298 - $462
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q4 2019 Filed on Jan 24, 2020
280
$86.46 - $97.01 $24.2K - $27.2K
IQV
Iqvia Holdings Inc.

Healthcare
Q4 2019 Filed on Jan 24, 2020
121
$137.59 - $155.95 $16.6K - $18.9K
EBAY
Ebay Inc

Consumer Cyclical
Q4 2019 Filed on Jan 24, 2020
44
$34.57 - $39.26 $1.52K - $1.73K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q4 2019 Filed on Jan 24, 2020
338
$110.69 - $131.55 $37.4K - $44.5K
LNC
Lincoln National Corp

Financial Services
Q4 2019 Filed on Jan 24, 2020
13
$53.92 - $62.18 $701 - $808
MAT
Mattel Inc

Consumer Cyclical
Q4 2019 Filed on Jan 24, 2020
14
$10.07 - $13.92 $141 - $195
Apache Corp
Q4 2019 Filed on Jan 24, 2020
28
N/A
Celgene Corp
Q4 2019 Filed on Jan 24, 2020
339
N/A
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q4 2019 Filed on Jan 24, 2020
1,227
$88.65 - $118.44 $109K - $145K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q4 2019 Filed on Jan 24, 2020
448
$67.63 - $74.28 $30.3K - $33.3K
FTI
Technip Fmc PLC

Energy
Q4 2019 Filed on Jan 24, 2020
30
$13.81 - $17.49 $414 - $525
NLSN
Nielsen Holdings PLC

Industrials
Q4 2019 Filed on Jan 24, 2020
26
$19.47 - $21.41 $506 - $557
Invesco Exchng Traded Fd Tr
Q4 2019 Filed on Jan 24, 2020
235
N/A
E Trade Financial Corp
Q4 2019 Filed on Jan 24, 2020
8
N/A
SINT
Sintx Technologies, Inc.

Healthcare
Q4 2019 Filed on Jan 24, 2020
572
$1.42 - $2.7 $812 - $1.54K
Symantec Corp
Q4 2019 Filed on Jan 24, 2020
237
N/A
Viacom Inc New
Q4 2019 Filed on Jan 24, 2020
23
N/A
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q4 2019 Filed on Jan 24, 2020
165
$26.28 - $28.79 $4.34K - $4.75K
Bb&T Corp
Q4 2019 Filed on Jan 24, 2020
5,910
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Jan 24, 2020
706
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Jan 24, 2020
1,011
N/A
PBRA
Petroleo Bras Ads (Ea Reptg 2
Q4 2019 Filed on Jan 24, 2020
479
N/A
Hcp Inc
Q4 2019 Filed on Jan 24, 2020
29
N/A
SIEN
Sientra, Inc.

Healthcare
Q4 2019 Filed on Jan 24, 2020
700
$5.8 - $8.94 $4.06K - $6.26K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 24, 2020
282
$94.31 - $138.48 $26.6K - $39.1K
WPP
Wpp PLC

Communication Services
Q4 2019 Filed on Jan 24, 2020
806
$57.48 - $70.29 $46.3K - $56.7K
FCPT
Four Corners Property Trust, Inc.

Real Estate
Q4 2019 Filed on Jan 24, 2020
169
$26.91 - $29.0 $4.55K - $4.9K
CNP
Centerpoint Energy Inc

Utilities
Q4 2019 Filed on Jan 24, 2020
31
$24.39 - $30.16 $756 - $935
Suntrust Bks Inc
Q4 2019 Filed on Jan 24, 2020
23
N/A
ANET
Arista Networks, Inc.

Technology
Q4 2019 Filed on Jan 24, 2020
4
$46.33 - $62.22 $185 - $249
FTNT
Fortinet, Inc.

Technology
Q4 2019 Filed on Jan 24, 2020
77
$15.13 - $21.91 $1.17K - $1.69K
ENLC
En Link Midstream, LLC

Energy
Q3 2019 Filed on Oct 15, 2019
989
$7.11 - $10.67 $7.03K - $10.6K
W
Wayfair Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 15, 2019
26
$107.34 - $152.0 $2.79K - $3.95K
Grubhub Inc
Q3 2019 Filed on Oct 15, 2019
35
N/A
FUL
Fuller H B CO

Basic Materials
Q3 2019 Filed on Oct 15, 2019
155
$40.05 - $49.93 $6.21K - $7.74K
Wpx Energy Inc
Q3 2019 Filed on Oct 15, 2019
268
N/A
Entercom Communications CO
Q3 2019 Filed on Oct 15, 2019
663
N/A
FNF
Fidelity National Financial, Inc.

Financial Services
Q3 2019 Filed on Oct 15, 2019
1,175
$40.69 - $44.96 $47.8K - $52.8K
Track This Portfolio

Track First Personal Financial Services Portfolio

Follow First Personal Financial Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Personal Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on First Personal Financial Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email