First Personal Financial Services Reduced Holdings in Q3 2024

First Personal Financial Services

  • $472 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WEC
Wec Energy Group, Inc.

Utilities
-115
- 11.22%
$77.68 - $96.19 $8.93K - $11.1K
910 $87K
PEG
Public Service Enterprise Group Inc

Utilities
-95
- 7.75%
$73.58 - $89.21 $6.99K - $8.47K
1.13K $100K
ABT
Abbott Laboratories

Healthcare
-189
- 5.21%
$100.07 - $118.13 $18.9K - $22.3K
3.44K $391K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-949
- 2.67%
$92.63 - $105.69 $87.9K - $100K
34.6K $3.6M
CTSH
Cognizant Technology Solutions Corp

Technology
-3.88K
- 11.13%
$66.89 - $77.87 $260K - $302K
31K $2.39M
RY
Royal Bank Of Canada

Financial Services
-250
- 8.2%
$105.65 - $124.73 $26.4K - $31.2K
2.8K $348K
V
Visa Inc.

Financial Services
-250
- 3.3%
$253.74 - $291.56 $63.4K - $72.9K
7.33K $2.02M
LOW
Lowes Companies Inc

Consumer Cyclical
-332
- 14.2%
$213.3 - $270.78 $70.8K - $89.9K
2.01K $543K
SKM
Sk Telecom CO LTD

Communication Services
-2.62K
- 7.12%
$20.68 - $24.47 $54.2K - $64.1K
34.2K $811K
MAS
Masco Corp

Industrials
-91
- 2.98%
$64.7 - $83.94 $5.89K - $7.64K
2.96K $248K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-548
- 1.55%
$71.45 - $75.64 $39.2K - $41.5K
34.8K $2.61M
TGT
Target Corp

Consumer Defensive
-589
- 2.4%
$133.47 - $159.25 $78.6K - $93.8K
23.9K $3.73M
ABEV
Ambev S.A.

Consumer Defensive
-16.7K
- 4.53%
$2.04 - $2.44 $34K - $40.6K
351K $856K
JPM
Jpmorgan Chase & CO

Financial Services
-737
- 2.0%
$194.9 - $224.8 $144K - $166K
36.1K $7.6M
PEP
Pepsico Inc

Consumer Defensive
-28
- 0.08%
$161.9 - $179.3 $4.53K - $5.02K
35.2K $5.99M
NEE
Nextera Energy Inc

Utilities
-152
- 1.07%
$69.9 - $84.97 $10.6K - $12.9K
14K $1.18M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-74
- 0.77%
$85.44 - $110.36 $6.32K - $8.17K
9.53K $1.05M
CSCO
Cisco Systems, Inc.

Technology
-3.21K
- 4.51%
$44.74 - $53.22 $143K - $171K
67.9K $3.62M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-343
- 0.42%
$84.81 - $93.54 $29.1K - $32.1K
81.2K $7.46M
SONY
Sony Group Corp

Technology
-334
- 1.16%
$81.61 - $98.65 $27.3K - $32.9K
28.5K $2.75M
VNQ
Vanguard Specialized Funds Van

ETFs
-549
- 2.06%
$82.97 - $98.97 $45.6K - $54.3K
26.2K $2.55M
VDC
Vanguard Consumer Staples ETF

ETFs
-698
- 2.09%
$201.77 - $221.32 $141K - $154K
32.7K $7.14M
CL
Colgate Palmolive CO

Consumer Defensive
-2.47K
- 2.65%
$95.54 - $108.77 $236K - $269K
90.7K $9.42M
IVV
Ishares Core S&P 500 ETF

ETFs
-465
- 2.1%
$520.18 - $576.82 $242K - $268K
21.7K $12.5M
EWL
Ishares Inc Msci Switzerlnd

ETFs
-6.99K
- 3.62%
$48.06 - $52.85 $336K - $370K
186K $9.71M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-1.46K
- 0.71%
$27.15 - $30.78 $39.7K - $45K
205K $6.25M
NEM
Newmont Corp

Basic Materials
-1.67K
- 3.4%
$41.65 - $55.85 $69.5K - $93.2K
47.4K $2.54M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.8K
- 1.6%
$57.32 - $62.65 $160K - $175K
172K $10.7M
MMM
3 M CO

Industrials
-410
- 2.43%
$99.69 - $139.42 $40.9K - $57.2K
16.5K $2.25M
DEO
Diageo PLC

Consumer Defensive
-343
- 0.84%
$120.02 - $140.77 $41.2K - $48.3K
40.3K $5.65M
SO
Southern CO

Utilities
-1.83K
- 3.27%
$77.0 - $90.52 $141K - $166K
54.1K $4.88M
MCD
Mcdonalds Corp

Consumer Cyclical
-372
- 2.75%
$245.82 - $304.51 $91.4K - $113K
13.2K $4.01M
CLX
Clorox CO

Consumer Defensive
-1.67K
- 4.96%
$131.73 - $166.97 $221K - $280K
32.1K $5.22M
AAPL
Apple Inc.

Technology
-727
- 2.02%
$207.23 - $234.82 $151K - $171K
35.2K $8.2M
ORCL
Oracle Corp

Technology
-7.2K
- 10.7%
$125.9 - $170.35 $906K - $1.23M
60K $10.2M
INFY
Infosys LTD

Technology
-3.12K
- 1.22%
$18.76 - $23.28 $58.5K - $72.6K
253K $5.62M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.16K
- 1.17%
$95.1 - $106.76 $110K - $124K
97.6K $10.4M
EQIX
Equinix Inc

Real Estate
-165
- 1.7%
$749.0 - $890.01 $124K - $147K
9.55K $8.47M
DE
Deere & CO

Industrials
-83
- 0.31%
$344.84 - $418.0 $28.6K - $34.7K
26.6K $11.1M
WMT
Walmart Inc.

Consumer Defensive
-2.75K
- 2.55%
$66.91 - $81.4 $184K - $224K
105K $8.47M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-56
- 0.3%
$531.86 - $624.21 $29.8K - $35K
18.9K $11.7M
MKC
Mccormick & CO Inc

Consumer Defensive
-2.74K
- 2.15%
$69.44 - $84.76 $190K - $232K
125K $10.3M
AWK
American Water Works Company, Inc.

Utilities
-741
- 0.95%
$127.76 - $149.9 $94.7K - $111K
77.5K $11.3M
BMI
Badger Meter Inc

Technology
-1.07K
- 1.98%
$184.77 - $219.63 $198K - $235K
52.8K $11.5M
SBUX
Starbucks Corp

Consumer Cyclical
-202
- 0.25%
$72.51 - $98.6 $14.6K - $19.9K
79.2K $7.72M
ACN
Accenture PLC

Technology
-142
- 0.32%
$295.44 - $355.81 $42K - $50.5K
44.1K $15.6M
PSA
Public Storage

Real Estate
-248
- 0.78%
$283.13 - $365.01 $70.2K - $90.5K
31.7K $11.5M
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
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