First Personal Financial Services Buys Invesco Dynamic Large Cap Value, Ansys Inc, JPMorgan Chase, Sells The Kraft Heinz Co, SPDR S&P Regional Banking, Vanguard Consumer Staples

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Apr 22, 2020
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Charlotte, NC, based Investment company First Personal Financial Services (Current Portfolio) buys Invesco Dynamic Large Cap Value, Ansys Inc, JPMorgan Chase, Essential Utilities Inc, Activision Blizzard Inc, sells The Kraft Heinz Co, SPDR S&P Regional Banking, Vanguard Consumer Staples, Steel Dynamics Inc, Truist Financial Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, First Personal Financial Services. As of 2020Q1, First Personal Financial Services owns 292 stocks with a total value of $259 million. These are the details of the buys and sells.

For the details of First Personal Financial Services's stock buys and sells, go to https://www.gurufocus.com/guru/first+personal+financial+services/current-portfolio/portfolio

These are the top 5 holdings of First Personal Financial Services
  1. iShares Core S&P 500 (IVV) - 30,804 shares, 3.08% of the total portfolio. Shares added by 15.72%
  2. ProShares S&P 500 Dividend Aristocrats (NOBL) - 134,889 shares, 3.01% of the total portfolio. Shares added by 0.69%
  3. Ansys Inc (ANSS) - 32,454 shares, 2.92% of the total portfolio. Shares added by 30.54%
  4. American Water Works Co Inc (AWK) - 57,937 shares, 2.68% of the total portfolio. Shares reduced by 0.99%
  5. iShares Core S&P Mid-Cap (IJH) - 48,205 shares, 2.68% of the total portfolio. Shares added by 0.57%
New Purchase: Invesco Dynamic Large Cap Value (PWV)

First Personal Financial Services initiated holding in Invesco Dynamic Large Cap Value. The purchase prices were between $25.96 and $42.08, with an estimated average price of $37.96. The stock is now traded at around $31.79. The impact to a portfolio due to this purchase was 1.4%. The holding were 120,206 shares as of .

New Purchase: Essential Utilities Inc (A2A)

First Personal Financial Services initiated holding in Essential Utilities Inc. The purchase prices were between $28.4 and $49.4, with an estimated average price of $42.29. The stock is now traded at around $38.20. The impact to a portfolio due to this purchase was 0.51%. The holding were 32,488 shares as of .

New Purchase: Invesco S&P 500 High Dividend Low Volatility (SPHD)

First Personal Financial Services initiated holding in Invesco S&P 500 High Dividend Low Volatility. The purchase prices were between $25.66 and $44.35, with an estimated average price of $39.58. The stock is now traded at around $31.04. The impact to a portfolio due to this purchase was 0.19%. The holding were 16,485 shares as of .

New Purchase: iShares MSCI USA ESG Select (SUSA)

First Personal Financial Services initiated holding in iShares MSCI USA ESG Select. The purchase prices were between $95.06 and $141.74, with an estimated average price of $129.1. The stock is now traded at around $118.50. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,399 shares as of .

New Purchase: Invesco S&P MidCap Low Volatility (XMLV)

First Personal Financial Services initiated holding in Invesco S&P MidCap Low Volatility. The purchase prices were between $33.01 and $55.48, with an estimated average price of $50.18. The stock is now traded at around $40.30. The impact to a portfolio due to this purchase was 0.09%. The holding were 5,984 shares as of .

New Purchase: Invesco S&P SmallCap Low Volatility (XSLV)

First Personal Financial Services initiated holding in Invesco S&P SmallCap Low Volatility. The purchase prices were between $28.19 and $51.45, with an estimated average price of $46.08. The stock is now traded at around $32.08. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,077 shares as of .

Added: Ansys Inc (ANSS)

First Personal Financial Services added to a holding in Ansys Inc by 30.54%. The purchase prices were between $204.46 and $296.14, with an estimated average price of $258.5. The stock is now traded at around $263.27. The impact to a portfolio due to this purchase was 0.68%. The holding were 32,454 shares as of .

Added: JPMorgan Chase & Co (JPM)

First Personal Financial Services added to a holding in JPMorgan Chase & Co by 292.82%. The purchase prices were between $79.03 and $141.09, with an estimated average price of $122.27. The stock is now traded at around $89.34. The impact to a portfolio due to this purchase was 0.57%. The holding were 21,943 shares as of .

Added: Activision Blizzard Inc (ATVI)

First Personal Financial Services added to a holding in Activision Blizzard Inc by 76.99%. The purchase prices were between $52.05 and $64.37, with an estimated average price of $59.45. The stock is now traded at around $66.98. The impact to a portfolio due to this purchase was 0.3%. The holding were 29,932 shares as of .

Added: Freeport-McMoRan Inc (FCX)

First Personal Financial Services added to a holding in Freeport-McMoRan Inc by 214.39%. The purchase prices were between $5.31 and $13.53, with an estimated average price of $10.57. The stock is now traded at around $7.64. The impact to a portfolio due to this purchase was 0.14%. The holding were 78,238 shares as of .

Added: Invesco S&P 500 Low Volatility (SPLV)

First Personal Financial Services added to a holding in Invesco S&P 500 Low Volatility by 530.07%. The purchase prices were between $39.35 and $62.03, with an estimated average price of $56.39. The stock is now traded at around $49.53. The impact to a portfolio due to this purchase was 0.14%. The holding were 9,136 shares as of .

Added: Exxon Mobil Corp (XOM)

First Personal Financial Services added to a holding in Exxon Mobil Corp by 20.29%. The purchase prices were between $31.45 and $70.9, with an estimated average price of $55.73. The stock is now traded at around $42.13. The impact to a portfolio due to this purchase was 0.08%. The holding were 32,953 shares as of .

Sold Out: Steel Dynamics Inc (STLD)

First Personal Financial Services sold out a holding in Steel Dynamics Inc. The sale prices were between $15.5 and $34.04, with an estimated average price of $27.58.

Sold Out: Truist Financial Corp (BBK)

First Personal Financial Services sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.17.

Sold Out: iShares Core U.S. Aggregate Bond (AGG)

First Personal Financial Services sold out a holding in iShares Core U.S. Aggregate Bond. The sale prices were between $106.34 and $117.61, with an estimated average price of $113.49.

Sold Out: Yum Brands Inc (YUM)

First Personal Financial Services sold out a holding in Yum Brands Inc. The sale prices were between $56.52 and $106.78, with an estimated average price of $93.78.

Sold Out: Sonoco Products Co (SON)

First Personal Financial Services sold out a holding in Sonoco Products Co. The sale prices were between $37.92 and $61.72, with an estimated average price of $53.6.

Sold Out: Phillips 66 (PSX)

First Personal Financial Services sold out a holding in Phillips 66. The sale prices were between $42.09 and $112.2, with an estimated average price of $82.3.



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