First Personal Financial Services Closed Holding Positions

First Personal Financial Services

  • $472 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LDOS
Leidos Holdings, Inc.

Technology
Q3 2019 Filed on Oct 15, 2019
159
$78.98 - $88.82 $12.6K - $14.1K
ENR
Energizer Holdings, Inc.

Industrials
Q3 2019 Filed on Oct 15, 2019
44
$33.49 - $46.0 $1.47K - $2.02K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q3 2019 Filed on Oct 15, 2019
186
$32.52 - $39.94 $6.05K - $7.43K
TDOC
Teladoc Health, Inc.

Healthcare
Q3 2019 Filed on Oct 15, 2019
68
$55.3 - $72.2 $3.76K - $4.91K
ASX
Ase Technology Holding Co., Ltd.

Technology
Q3 2019 Filed on Oct 15, 2019
2,180
$4.06 - $4.69 $8.85K - $10.2K
Sintx Technologies Inc
Q3 2019 Filed on Oct 15, 2019
572
N/A
RPT
Rpt Realty

Real Estate
Q3 2019 Filed on Oct 15, 2019
404
$11.4 - $13.64 $4.61K - $5.51K
PGTI
Pgt Innovations, Inc.

Industrials
Q3 2019 Filed on Oct 15, 2019
129
$13.61 - $17.7 $1.76K - $2.28K
NEWR
New Relic, Inc.

Technology
Q3 2019 Filed on Oct 15, 2019
66
$56.3 - $95.78 $3.72K - $6.32K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 15, 2019
230
$174.46 - $203.14 $40.1K - $46.7K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 15, 2019
0
$9.61 - $15.16 $0 - $0
NNN
National Retail Properties, Inc.

Real Estate
Q3 2019 Filed on Oct 15, 2019
102
$51.69 - $57.68 $5.27K - $5.88K
HTHT
Huazhu Group LTD

Consumer Cyclical
Q3 2019 Filed on Oct 15, 2019
256
$29.96 - $38.52 $7.67K - $9.86K
SNPTY
China Petro&Chem Ads (100 Ord)
Q3 2019 Filed on Oct 15, 2019
172
N/A
NEAR
Blackrock Short Maturity Bond

ETFs
Q3 2019 Filed on Oct 15, 2019
13,250
$50.26 - $50.34 $666K - $667K
ENV
Envestnet, Inc.

Technology
Q3 2019 Filed on Oct 15, 2019
82
$55.42 - $73.16 $4.54K - $6K
SAGE
Sage Therapeutics, Inc.

Healthcare
Q3 2019 Filed on Oct 15, 2019
143
$140.29 - $189.96 $20.1K - $27.2K
Tim Participacoes S A
Q3 2019 Filed on Oct 15, 2019
250
N/A
VNOM
Viper Energy Partners LP

Energy
Q3 2019 Filed on Oct 15, 2019
664
$27.5 - $32.26 $18.3K - $21.4K
WB
Weibo Corp

Communication Services
Q3 2019 Filed on Oct 15, 2019
67
$34.89 - $50.21 $2.34K - $3.36K
Gci Liberty Inc
Q3 2019 Filed on Oct 15, 2019
230
N/A
Blackstone Group L P
Q3 2019 Filed on Oct 15, 2019
6,000
N/A
Wright Med Group N V
Q3 2019 Filed on Oct 15, 2019
190
N/A
VKTX
Viking Therapeutics, Inc.

Healthcare
Q3 2019 Filed on Oct 15, 2019
200
$6.55 - $8.6 $1.31K - $1.72K
UBS
Ubs Group Ag

Financial Services
Q3 2019 Filed on Oct 15, 2019
652
$10.16 - $12.29 $6.62K - $8.01K
First Data Corp New
Q3 2019 Filed on Oct 15, 2019
4,049
N/A
EXEL
Exelixis, Inc.

Healthcare
Q3 2019 Filed on Oct 15, 2019
430
$17.68 - $22.65 $7.6K - $9.74K
Veoneer Incorporated
Q3 2019 Filed on Oct 15, 2019
18
N/A
SUM
Summit Materials, Inc.

Basic Materials
Q3 2019 Filed on Oct 15, 2019
1,015
$18.01 - $22.85 $18.3K - $23.2K
Realpage Inc
Q3 2019 Filed on Oct 15, 2019
279
N/A
KW
Kennedy Wilson Holdings, Inc.

Real Estate
Q3 2019 Filed on Oct 15, 2019
656
$20.34 - $22.63 $13.3K - $14.8K
KLIC
Kulicke & Soffa Industries Inc

Technology
Q3 2019 Filed on Oct 15, 2019
455
$19.48 - $24.3 $8.86K - $11.1K
E
Eni Spa

Energy
Q3 2019 Filed on Oct 15, 2019
235
$28.84 - $33.42 $6.78K - $7.85K
Cyrusone Inc
Q3 2019 Filed on Oct 15, 2019
334
N/A
CHDN
Churchill Downs Inc

Consumer Cyclical
Q3 2019 Filed on Oct 15, 2019
99
$114.73 - $126.23 $11.4K - $12.5K
BGNE
Bei Gene, Ltd.

Healthcare
Q3 2019 Filed on Oct 15, 2019
30
$120.61 - $148.29 $3.62K - $4.45K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 15, 2019
26
$147.8 - $166.75 $3.84K - $4.34K
Apergy Corp
Q3 2019 Filed on Oct 15, 2019
90
N/A
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
Q3 2019 Filed on Oct 15, 2019
218
$26.26 - $34.86 $5.72K - $7.6K
ETSY
Etsy Inc

Consumer Cyclical
Q3 2019 Filed on Oct 15, 2019
87
$47.98 - $70.86 $4.17K - $6.16K
Cornerstone Ondemand Inc
Q3 2019 Filed on Oct 15, 2019
96
N/A
EPAM
Epam Systems, Inc.

Technology
Q3 2019 Filed on Oct 15, 2019
190
$176.13 - $200.82 $33.5K - $38.2K
BAP
Credicorp LTD

Financial Services
Q3 2019 Filed on Oct 15, 2019
37
$200.78 - $238.79 $7.43K - $8.84K
ST
Sensata Technologies Holding PLC

Technology
Q3 2019 Filed on Oct 15, 2019
163
$43.41 - $52.14 $7.08K - $8.5K
WIX
Wix.Com Ltd.

Technology
Q3 2019 Filed on Oct 15, 2019
227
$115.1 - $151.52 $26.1K - $34.4K
Wellcare Health Plans Inc
Q3 2019 Filed on Oct 15, 2019
27
N/A
BECN
Beacon Roofing Supply Inc

Industrials
Q3 2019 Filed on Oct 15, 2019
1,313
$27.53 - $37.89 $36.1K - $49.7K
SHOP
Shopify Inc.

Technology
Q3 2019 Filed on Oct 15, 2019
18
$29.55 - $40.7 $532 - $733
QLYS
Qualys, Inc.

Technology
Q3 2019 Filed on Oct 15, 2019
54
$73.98 - $91.45 $3.99K - $4.94K
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