First Personal Financial Services quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, First Personal Financial Services opened 213 positions, added to 91, reduced 66, sold out of 19 and left 60 unchanged. The largest increase in value was PSA (+$2,344,371); the largest decrease was GOOGL (-$1,549,988).
- PNC: Country of operation United States; Class COM; Shares 2024-06-30 1,185; Shares 2024-09-30 0.
- FBNC: Country of operation United States; Class COM; Shares 2024-06-30 1,365; Shares 2024-09-30 0.
- ECL: Country of operation United States; Class COM; Shares 2024-06-30 67; Shares 2024-09-30 0.
- FDX: Country of operation United States; Class COM; Shares 2024-06-30 47; Shares 2024-09-30 0.
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.
| Stock | Country of operation | Class | Shares 2024-06-30 | Shares 2024-09-30 | Share change | Value 2024-06-30 | Value 2024-09-30 | Value change |
|---|---|---|---|---|---|---|---|---|
| PNC PNC FINL SVCS GROUP INC | United States | COM | 1,185 | 0 | -1,185 | $184,244 | $0 | -$184,244 |
| FBNC FIRST BANCORP N C | United States | COM | 1,365 | 0 | -1,365 | $43,571 | $0 | -$43,571 |
| ECL ECOLAB INC | United States | COM | 67 | 0 | -67 | $15,947 | $0 | -$15,947 |
| FDX FEDEX CORP | United States | COM | 47 | 0 | -47 | $14,093 | $0 | -$14,093 |
| CCJ CAMECO CORP | COM | 250 | 0 | -250 | $12,300 | $0 | -$12,300 | |
| DRI DARDEN RESTAURANTS INC | United States | COM | 67 | 0 | -67 | $10,139 | $0 | -$10,139 |
| TPL TEXAS PACIFIC LAND CORPORATI | United States | COM | 9 | 0 | -9 | $6,609 | $0 | -$6,609 |
| HPE HEWLETT PACKARD ENTERPRISE C | United States | COM | 286 | 0 | -286 | $6,055 | $0 | -$6,055 |
| FNB F N B CORP | United States | COM | 300 | 0 | -300 | $4,104 | $0 | -$4,104 |
| SAFT SAFETY INS GROUP INC | United States | COM | 50 | 0 | -50 | $3,752 | $0 | -$3,752 |
| GLW CORNING INC | United States | COM | 75 | 0 | -75 | $2,914 | $0 | -$2,914 |
| SLF SUN LIFE FINANCIAL INC. | COM | 50 | 0 | -50 | $2,450 | $0 | -$2,450 | |
| PTC PTC INC | United States | COM | 13 | 0 | -13 | $2,271 | $0 | -$2,271 |
| EXE CHESAPEAKE ENERGY CORP | United States | COM | 25 | 0 | -25 | $2,014 | $0 | -$2,014 |
| MET METLIFE INC | United States | COM | 25 | 0 | -25 | $1,755 | $0 | -$1,755 |
| CFG CITIZENS FINL GROUP INC | United States | COM | 38 | 0 | -38 | $1,352 | $0 | -$1,352 |
| ORLA ORLA MNG LTD NEW | COM | 300 | 0 | -300 | $1,152 | $0 | -$1,152 | |
| MEC MAYVILLE ENGR CO INC | United States | COM | 25 | 0 | -25 | $417 | $0 | -$417 |
| BHF BRIGHTHOUSE FINL INC | United States | COM | 2 | 0 | -2 | $98 | $0 | -$98 |
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