First Personal Financial Services New Holdings in Q3 2024

First Personal Financial Services

  • $472 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LYFT
Lyft, Inc.

Technology
9
New
$9.08 - $13.97 $81.7 - $126
9 $0
L
Loews Corp

Financial Services
2
New
$73.76 - $81.96 $148 - $164
2 $0
LYV
Live Nation Entertainment, Inc.

Communication Services
2
New
$88.06 - $109.5 $176 - $219
2 $0
Linde PLC
3
New
N/A
3 $0
LNW
Light & Wonder, Inc.

Consumer Cyclical
1
New
$90.73 - $112.68 $90.7 - $113
1 $0
EL
Estee Lauder Companies Inc

Consumer Defensive
2
New
$84.18 - $106.5 $168 - $213
2 $0
KKR
Kkr & Co. Inc.

Financial Services
1
New
$104.51 - $133.23 $105 - $133
1 $0
MASI
Masimo Corp

Healthcare
1
New
$104.79 - $133.77 $105 - $134
1 $0
MPW
Medical Properties Trust Inc

Real Estate
22
New
$4.03 - $6.38 $88.7 - $140
22 $0
Noble Corp PLC
2
New
N/A
2 $0
NTAP
Net App, Inc.

Technology
6
New
$114.18 - $134.62 $685 - $808
6 $0
SPYI
Shp ETF Tr Neos S&P 500 High I
102
New
N/A
102 $0
NEOG
Neogen Corp

Healthcare
7
New
$14.73 - $17.71 $103 - $124
7 $0
MSM
Msc Industrial Direct CO Inc

Industrials
2
New
$75.8 - $89.13 $152 - $178
2 $0
MSI
Motorola Solutions, Inc.

Technology
2
New
$385.65 - $450.49 $771 - $901
2 $0
MOS
Mosaic CO

Basic Materials
3
New
$24.54 - $30.61 $73.6 - $91.8
3 $0
MORN
Morningstar, Inc.

Financial Services
1
New
$295.85 - $326.31 $296 - $326
1 $0
MS
Morgan Stanley

Financial Services
5
New
$92.07 - $106.96 $460 - $535
5 $0
MIDD
Middleby Corp

Industrials
1
New
$119.13 - $144.82 $119 - $145
1 $0
KMI
Kinder Morgan, Inc.

Energy
27
New
$19.72 - $22.22 $532 - $600
27 $0
PSX
Phillips 66

Energy
2
New
$125.0 - $147.17 $250 - $294
2 $0
ZS
Zscaler, Inc.

Technology
1
New
$155.9 - $204.47 $156 - $204
1 $0
Veralto Corp
1
New
N/A
1 $0
VTR
Ventas, Inc.

Real Estate
3
New
$50.88 - $65.33 $153 - $196
3 $0
VLO
Valero Energy Corp

Energy
1
New
$132.81 - $163.48 $133 - $163
1 $0
X
United States Steel Corp

Basic Materials
2
New
$29.38 - $42.28 $58.8 - $84.6
2 $0
UGI
Ugi Corp

Utilities
3
New
$22.23 - $25.05 $66.7 - $75.2
3 $0
UDR
Udr, Inc.

Real Estate
2
New
$39.96 - $47.13 $79.9 - $94.3
2 $0
UHALB
Amerco Com Ser N
2
New
N/A
2 $0
TRV
Travelers Companies, Inc.

Financial Services
1
New
$201.87 - $242.35 $202 - $242
1 $0
RIG
Transocean Ltd.

Energy
19
New
$3.92 - $5.82 $74.5 - $111
19 $0
TW
Tradeweb Markets Inc.

Financial Services
3
New
$104.25 - $123.67 $313 - $371
3 $0
VRSN
Verisign Inc

Technology
3
New
$174.18 - $190.64 $523 - $572
3 $0
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
New
$460.0 - $505.78 $460 - $506
1 $0
VTRS
Viatris Inc

Healthcare
8
New
$10.32 - $12.13 $82.6 - $97
8 $0
ZION
Zions Bancorporation, National Association

Financial Services
4
New
$42.49 - $52.53 $170 - $210
4 $0
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
3
New
$41.77 - $67.84 $125 - $204
3 $0
WMB
Williams Companies, Inc.

Energy
3
New
$41.24 - $46.22 $124 - $139
3 $0
WDC
Western Digital Corp

Technology
2
New
$56.25 - $80.24 $113 - $160
2 $0
WAL
Western Alliance Bancorporation

Financial Services
2
New
$61.15 - $88.41 $122 - $177
2 $0
WCC
Wesco International Inc

Industrials
1
New
$149.47 - $183.24 $149 - $183
1 $0
WELL
Welltower Inc.

Real Estate
6
New
$104.0 - $129.74 $624 - $778
6 $0
WBS
Webster Financial Corp

Financial Services
3
New
$42.49 - $49.62 $127 - $149
3 $0
VMC
Vulcan Materials CO

Basic Materials
1
New
$231.83 - $274.51 $232 - $275
1 $0
VOYA
Voya Financial, Inc.

Financial Services
2
New
$64.58 - $79.22 $129 - $158
2 $0
RMD
Resmed Inc

Healthcare
1
New
$186.94 - $252.92 $187 - $253
1 $0
TJX
Tjx Companies Inc

Consumer Cyclical
6
New
$107.93 - $120.23 $648 - $721
6 $0
SLB
Schlumberger Limited

Energy
2
New
$39.57 - $49.67 $79.1 - $99.3
2 $0
RHP
Ryman Hospitality Properties, Inc.

Real Estate
1
New
$96.28 - $112.4 $96.3 - $112
1 $0
Activity Summary
Buys All Purchases 338 New Holdings 234 Increased Positions 104 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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