- New Purchases: ITM, CJ5A, MT, IDV, IWD, IJS, IJT, PDBC, VNOM, BAH, MDB, MDR, MGM, HSY, FDN, KEYS, PSCH, D, DRI, CATY, HAIN, BHGE, BBY, MOH, CIB, AMP, GHDX, CNC, CNMD, FGEN, COF, CVET, CHU, FE, EBAY, ABC, IQV, SINT, TSU, UNM, WB, WBA, XLY, RPT, XLI, XLF, RYAAY, PTLA, WAB, KSS, MAN, MET, NOV, OKE, PH, PRGO, PSCT, XLK,
- Added Positions: NOBL, CTSH, IJH, IJK, VDC, IVV, VOO, CWI, VWO, DIS, SDS, SBUX, DAKT, XOM, TGT, VZ, KHC, EWL, COST, PFE, INTC, CL, BND, EFA, ABEV, PEP, IWF, IEFA, TIP, SCHD, PSA, MRK, MKC, VPU, VNQ, DEO, CMCSA, VEU, VEEV, TSM, T, SAGE, KMX, IVW, HPQ, HII, HBI, GILD, FRC, EQIX, EL, DGX, CRM, CI, CCK, BF.B, WCG, EPR, YUMC, XLV, WTR, WIX, WFC, VLO, VGT, UTX, UPS, TSN, TRV, TRU, SUM, SQ, SPG, RPM, RP, PYPL, PPL, PEG, PANW, PACW, OZK, O, NVDA, NOC, NMRK, NKE, MXIM, MTN, MTD, MSCI, MPW, MKSI, LYB, LULU, LMT, LDOS, LCII, KKR, INTU, IDXX, HLT, HHC, HD, HAL, HA, GWRE, GRMN, GOLF, GLIBA, FNF, FISV, FCX, EXEL, EWBC, EW, ECL, EA, DHR, CVX, CPRT, CONE, CNSL, CHKP, CHDN, CFR, BMRN, BGCP, BECN, BBT, AVY, ARRY, ALXN, ALL, AIG, AGN, ADP, ADM,
- Reduced Positions: IBM, DE, NUE, GE, BMI, BAC, MSFT, SCHG, WMT, NTR, IGIB, CVS, PHYS, WM, WAT, TMO, CSCO, CEF, AYI, ZTS, VDE, TOT, PCG, LYTS, LH, INFY, C, ANSS, BRK.B, NHI, V, UNP, UNH, TRP, SYK, STZ, ROP, PNC, PID, ORLY, NUAN, NEE, MO, MCD, LOW, LLL, IBB, FB, EMR, DY, DWDP, DUK, COP, CELG, BLK, BIV, BEN, ATVI, AMGN, ALB, ADI, ABT, ABBV, ABB, AAPL, LQD, IYH, EQR, CHL, WPX, WMB, WDAY, VOD, VNE, VIG, URI, TVPT, TJX, TEL, SRCL, SPGI, SNY, SNA, SLB, SAN, RTN, RF, NXPI, NTNX, NFLX, NDSN, MU, MELI, MDT, MCO, MCK, MAR, MA, LUV, LFUS, KMI, KLIC, KEY, IWM, ITW, ISRG, IPGP, IP, IGSB, IEMG, ICLR, HTHT, HSBC, HNI, HMC, HES, HDS, HAS, GS, GDXJ, GDX, FTNT, FMS, FLT, FITB, FIS, ETN, EMN, DON, CMP, CAT, BUD, BTI, BR, BIIB, BIDU, BBL, BABA, BA, AVGO, AON, AMD, AGG, AEP, ADSK, ADBE,
- Sold Out: WH, CBS, NTES, ARRJ, GIB, ROK, GLD, STE, MIQ2, PXD, AEF, ALLE, PBH, ASNA, R4F, RY4D, 111M, AJG, SUI, SU, STI, TWTR, VYM, WRD, BNS, ON, GIS, FMX, ING, JHG, JCI, AMJ, LB, LNC, LOXO, CDK, MUFG, NAVI, CCJ, ANF,
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- iShares Core S&P Mid-Cap (IJH) - 50,393 shares, 2.97% of the total portfolio. Shares added by 12.01%
- ProShares S&P 500 Dividend Aristocrats (NOBL) - 134,598 shares, 2.84% of the total portfolio. Shares added by 23.28%
- iShares Core S&P 500 (IVV) - 30,979 shares, 2.74% of the total portfolio. Shares added by 5.62%
- Microsoft Corp (MSFT) - 68,238 shares, 2.50% of the total portfolio. Shares reduced by 2.75%
- Accenture PLC (ACN) - 43,941 shares, 2.40% of the total portfolio. Shares reduced by 0.69%
First Personal Financial Services initiated holding in VanEck Vectors AMT-Free Intermediate Municipal Ind. The purchase prices were between $47.43 and $48.85, with an estimated average price of $47.96. The stock is now traded at around $48.63. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,989 shares as of .
New Purchase: ArcelorMittal SA (MT)First Personal Financial Services initiated holding in ArcelorMittal SA. The purchase prices were between $19.75 and $23.9, with an estimated average price of $22.15. The stock is now traded at around $23.15. The impact to a portfolio due to this purchase was 0.04%. The holding were 6,477 shares as of .
New Purchase: CGI Inc (CJ5A)First Personal Financial Services initiated holding in CGI Inc. The purchase prices were between $51.92 and $60.87, with an estimated average price of $57.38. The stock is now traded at around $62.17. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,918 shares as of .
New Purchase: iShares Russell 1000 Value (IWD)First Personal Financial Services initiated holding in iShares Russell 1000 Value. The purchase prices were between $109.22 and $125.02, with an estimated average price of $120.05. The stock is now traded at around $126.07. The impact to a portfolio due to this purchase was 0.03%. The holding were 885 shares as of .
New Purchase: iShares International Select Dividend (IDV)First Personal Financial Services initiated holding in iShares International Select Dividend. The purchase prices were between $28.64 and $32.17, with an estimated average price of $30.8. The stock is now traded at around $31.97. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,438 shares as of .
New Purchase: iShares S&P SmallCap 600 Value (IJS)First Personal Financial Services initiated holding in iShares S&P SmallCap 600 Value. The purchase prices were between $131.1 and $157.17, with an estimated average price of $147.58. The stock is now traded at around $151.93. The impact to a portfolio due to this purchase was 0.02%. The holding were 463 shares as of .
Added: ProShares S&P 500 Dividend Aristocrats (NOBL)First Personal Financial Services added to a holding in ProShares S&P 500 Dividend Aristocrats by 23.28%. The purchase prices were between $59.06 and $67.78, with an estimated average price of $64.68. The stock is now traded at around $68.37. The impact to a portfolio due to this purchase was 0.54%. The holding were 134,598 shares as of .
Added: Cognizant Technology Solutions Corp (CTSH)First Personal Financial Services added to a holding in Cognizant Technology Solutions Corp by 194.45%. The purchase prices were between $61.1 and $74.5, with an estimated average price of $69.91. The stock is now traded at around $71.46. The impact to a portfolio due to this purchase was 0.44%. The holding were 29,825 shares as of .
Added: Vanguard S&P 500 (VOO)First Personal Financial Services added to a holding in Vanguard S&P 500 by 1323.08%. The purchase prices were between $224.5 and $261.43, with an estimated average price of $249.48. The stock is now traded at around $266.60. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,850 shares as of .
Added: Vanguard FTSE Emerging Markets (VWO)First Personal Financial Services added to a holding in Vanguard FTSE Emerging Markets by 402.60%. The purchase prices were between $37.67 and $43.15, with an estimated average price of $41.12. The stock is now traded at around $43.75. The impact to a portfolio due to this purchase was 0.1%. The holding were 9,293 shares as of .
Added: The Walt Disney Co (DIS)First Personal Financial Services added to a holding in The Walt Disney Co by 46.10%. The purchase prices were between $106.33 and $115.25, with an estimated average price of $111.74. The stock is now traded at around $131.67. The impact to a portfolio due to this purchase was 0.1%. The holding were 9,089 shares as of .
Added: Daktronics Inc (DAKT)First Personal Financial Services added to a holding in Daktronics Inc by 22.97%. The purchase prices were between $7.31 and $8.39, with an estimated average price of $7.75. The stock is now traded at around $7.47. The impact to a portfolio due to this purchase was 0.09%. The holding were 205,526 shares as of .
Sold Out: Wyndham Hotels & Resorts Inc (WH)First Personal Financial Services sold out a holding in Wyndham Hotels & Resorts Inc. The sale prices were between $44.27 and $54.36, with an estimated average price of $50.48.
Sold Out: NetEase Inc (NTES)First Personal Financial Services sold out a holding in NetEase Inc. The sale prices were between $217.38 and $258.44, with an estimated average price of $237.8.
Sold Out: ArcelorMittal SA (ARRJ)First Personal Financial Services sold out a holding in ArcelorMittal SA. The sale prices were between $17.5 and $21.2, with an estimated average price of $19.12.
Sold Out: CBS Corp (CBS)First Personal Financial Services sold out a holding in CBS Corp. The sale prices were between $43.72 and $51.69, with an estimated average price of $48.68.
Sold Out: CGI Inc (GIB)First Personal Financial Services sold out a holding in CGI Inc. The sale prices were between $59.56 and $68.76, with an estimated average price of $65.97.
Sold Out: STERIS Ltd (STE)First Personal Financial Services sold out a holding in STERIS Ltd. The sale prices were between $101.48 and $128.03, with an estimated average price of $117.52.
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