First Personal Financial Services quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-06-30 to 2024-09-30, First Personal Financial Services opened 3 positions, added to 2, reduced 8, sold out of 0 and left 3 unchanged. The largest increase in value was INFY (+$863,803); the largest decrease was ULXXXX (-$428,125).
- INFY: Country of operation —; Class SPONSORED ADR; Shares 2024-06-30 255,700; Shares 2024-09-30 252,580.
- DEO: Country of operation —; Class SPON ADR NEW; Shares 2024-06-30 40,616; Shares 2024-09-30 40,273.
- ULXXXX: Country of operation —; Class SPON ADR NEW; Shares 2024-06-30 177,298; Shares 2024-09-30 143,496.
- TSM: Country of operation —; Class SPONSORED ADS; Shares 2024-06-30 60,090; Shares 2024-09-30 57,712.
Two Form 13F-HR filings compared (SEC CIK 1633869): 2024-06-30 (filed 2024-07-30) and 2024-09-30 (filed 2024-11-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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