First Personal Financial Services Closed Holding Positions

First Personal Financial Services

  • $472 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Cerner Corp
Q2 2022 Filed on Jul 25, 2022
22,410
N/A
SPPI
Spectrum Pharmaceuticals Inc

Healthcare
Q2 2022 Filed on Jul 25, 2022
370
$0.7 - $1.4 $259 - $518
CADE
Cadence Bank

Financial Services
Q2 2022 Filed on Jul 25, 2022
760
$22.97 - $28.74 $17.5K - $21.8K
PHYS
Sprott Physical Gold Trust

Financial Services
Q2 2022 Filed on Jul 25, 2022
5,417
$14.12 - $15.66 $76.5K - $84.8K
WY
Weyerhaeuser CO

Real Estate
Q2 2022 Filed on Jul 25, 2022
25
$32.77 - $42.22 $819 - $1.06K
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2022 Filed on May 02, 2022
572
N/A
SON
Sonoco Products CO

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
45
$54.42 - $62.72 $2.45K - $2.82K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
Q1 2022 Filed on May 02, 2022
49
$21.3 - $26.76 $1.04K - $1.31K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
Q1 2022 Filed on May 02, 2022
30
$12.04 - $14.87 $361 - $446
BBY
Best Buy CO Inc

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
61
$88.63 - $110.14 $5.41K - $6.72K
NYCB
New York Community Bancorp Inc

Financial Services
Q1 2022 Filed on May 02, 2022
258
$10.72 - $13.3 $2.77K - $3.43K
AMWD
American Woodmark Corp

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
200
$48.13 - $66.3 $9.63K - $13.3K
MCHP
Microchip Technology Inc

Technology
Q1 2022 Filed on May 02, 2022
20
$65.14 - $88.0 $1.3K - $1.76K
Xilinx Inc
Q1 2022 Filed on May 02, 2022
19
N/A
COTY
Coty Inc.

Consumer Defensive
Q1 2022 Filed on May 02, 2022
1
$7.35 - $10.66 $7.35 - $10.7
FDN
First Tr Fd Dow Jones

ETFs
Q1 2022 Filed on May 02, 2022
50
$162.73 - $226.47 $8.14K - $11.3K
CHWY
Chewy, Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
53
$36.87 - $57.48 $1.95K - $3.05K
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2022 Filed on May 02, 2022
50
$132.23 - $175.09 $6.61K - $8.75K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
Q1 2022 Filed on May 02, 2022
31
$13.5 - $15.15 $419 - $470
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
Q1 2022 Filed on May 02, 2022
78
$24.46 - $40.92 $1.91K - $3.19K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
Q1 2022 Filed on May 02, 2022
26
$4.65 - $5.6 $121 - $146
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
Q1 2022 Filed on May 02, 2022
28
$7.52 - $9.01 $211 - $252
TGH
Textainer Group Holdings LTD

Industrials
Q1 2022 Filed on May 02, 2022
11
$34.65 - $41.57 $381 - $457
TRTN
Triton International LTD

Industrials
Q1 2022 Filed on May 02, 2022
12
$59.09 - $71.63 $709 - $860
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
Q1 2022 Filed on May 02, 2022
25
$24.23 - $30.29 $606 - $757
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 02, 2022
610
$44.64 - $55.71 $27.2K - $34K
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
Q1 2022 Filed on May 02, 2022
29
$16.24 - $20.37 $471 - $591
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
Q1 2022 Filed on May 02, 2022
33
$9.9 - $12.31 $327 - $406
KODK
Eastman Kodak CO

Industrials
Q1 2022 Filed on May 02, 2022
9
$3.64 - $7.01 $32.8 - $63.1
DAL
Delta Air Lines, Inc.

Industrials
Q1 2022 Filed on May 02, 2022
3
$30.11 - $44.49 $90.3 - $133
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
Q1 2022 Filed on May 02, 2022
62
$13.85 - $15.18 $859 - $941
Royal Dutch Shell PLC
Q1 2022 Filed on May 02, 2022
260
N/A
DXCM
Dexcom Inc

Healthcare
Q1 2022 Filed on May 02, 2022
6
$94.08 - $130.2 $564 - $781
TRN
Trinity Industries Inc

Industrials
Q4 2021 Filed on Feb 04, 2022
2,000
$25.57 - $30.22 $51.1K - $60.4K
Proshares Tr
Q4 2021 Filed on Feb 04, 2022
25,017
N/A
Sk Telecom LTD
Q4 2021 Filed on Feb 04, 2022
41,889
N/A
POOL
Pool Corp

Industrials
Q4 2021 Filed on Feb 04, 2022
10
$435.92 - $577.85 $4.36K - $5.78K
Neptune Wellness Solutions I
Q4 2021 Filed on Feb 04, 2022
125
N/A
FTS
Fortis Inc.

Utilities
Q4 2021 Filed on Feb 04, 2022
206
$43.26 - $48.27 $8.91K - $9.94K
Domtar Corp
Q4 2021 Filed on Feb 04, 2022
1,000
N/A
BEN
Franklin Resources Inc

Financial Services
Q4 2021 Filed on Feb 04, 2022
506
$28.89 - $37.68 $14.6K - $19.1K
NLY
Annaly Capital Management Inc

Real Estate
Q4 2021 Filed on Feb 04, 2022
34
$7.79 - $8.73 $265 - $297
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 04, 2022
557
$7.34 - $9.0 $4.09K - $5.01K
FLO
Flowers Foods Inc

Consumer Defensive
Q4 2021 Filed on Feb 04, 2022
2,600
$23.81 - $27.47 $61.9K - $71.4K
ACA
Arcosa, Inc.

Industrials
Q4 2021 Filed on Feb 04, 2022
666
$48.59 - $58.2 $32.4K - $38.8K
TTE
Total Energies Se

Energy
Q4 2021 Filed on Feb 04, 2022
269
$45.99 - $52.32 $12.4K - $14.1K
TOWN
Towne Bank (Va)

Financial Services
Q3 2021 Filed on Nov 04, 2021
319
$28.46 - $31.63 $9.08K - $10.1K
EWC
Ishares Msci Canada ETF

ETFs
Q3 2021 Filed on Nov 04, 2021
188
$35.5 - $38.1 $6.67K - $7.16K
STEM
Stem, Inc.

Technology
Q3 2021 Filed on Nov 04, 2021
38
$21.34 - $37.0 $811 - $1.41K
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