$402 Million is the total value of First Personal Financial Services's 316 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SKM | New | SK TELECOM LTDsponsored adr | $1,261,000 | – | 41,889 | +100.0% | 0.31% | – |
| NPK | New | NATIONAL PRESTO INDS INC | $165,000 | – | 2,012 | +100.0% | 0.04% | – |
| New | GENERAL ELECTRIC CO | $165,000 | – | 1,604 | +100.0% | 0.04% | – | |
| BEN | New | FRANKLIN RESOURCES INC | $15,000 | – | 506 | +100.0% | 0.00% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $15,000 | – | 100 | +100.0% | 0.00% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $13,000 | – | 873 | +100.0% | 0.00% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $10,000 | – | 46 | +100.0% | 0.00% | – |
| FSLR | New | FIRST SOLAR INC | $10,000 | – | 105 | +100.0% | 0.00% | – |
| HST | New | HOST HOTELS & RESORTS INC | $3,000 | – | 190 | +100.0% | 0.00% | – |
| POOL | New | POOL CORP | $4,000 | – | 10 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-04
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 36 | Q3 2023 | 3.2% |
| ACCENTURE PLC IRELAND | 36 | Q3 2023 | 3.9% |
| MICROSOFT CORP | 36 | Q3 2023 | 3.1% |
| ISHARES TR | 36 | Q3 2023 | 3.1% |
| DEERE & CO | 36 | Q3 2023 | 3.7% |
| ISHARES TR | 36 | Q3 2023 | 5.2% |
| ISHARES INC | 36 | Q3 2023 | 2.5% |
| ANSYS INC | 36 | Q3 2023 | 3.4% |
| PROCTER & GAMBLE CO | 36 | Q3 2023 | 2.7% |
| WASTE MGMT INC DEL | 36 | Q3 2023 | 3.0% |
View First Personal Financial Services's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-04 |
View First Personal Financial Services's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.