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First Personal Financial Services Buys Electronic Arts Inc, SK Telecom Co, Vornado Realty Trust, Sells Alphabet Inc, Invesco S&P 500 High Dividend Low Volatility ETF, ProShares UltraShort S&P500

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Nov 04, 2021
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Charlotte, NC, based Investment company First Personal Financial Services (Current Portfolio) buys Electronic Arts Inc, SK Telecom Co, Vornado Realty Trust, Clorox Co, Kimberly-Clark Corp, sells Alphabet Inc, Invesco S&P 500 High Dividend Low Volatility ETF, ProShares UltraShort S&P500, Williams Inc, W.W. Grainger Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, First Personal Financial Services. As of 2021Q3, First Personal Financial Services owns 316 stocks with a total value of $402 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. Accenture PLC (ACN) - 42,111 shares, 3.35% of the total portfolio. Shares added by 0.77%
  2. Alphabet Inc (GOOGL) - 4,791 shares, 3.19% of the total portfolio. Shares reduced by 5.17%
  3. iShares Core S&P 500 ETF (IVV) - 28,187 shares, 3.02% of the total portfolio. Shares added by 0.18%
  4. Deere & Co (DE) - 34,687 shares, 2.89% of the total portfolio. Shares added by 0.23%
  5. Ansys Inc (ANSS) - 33,261 shares, 2.82% of the total portfolio. Shares added by 3.71%
New Purchase: SK Telecom Co Ltd (SKM)

First Personal Financial Services initiated holding in SK Telecom Co Ltd. The purchase prices were between $26.86 and $31.54, with an estimated average price of $29.38. The stock is now traded at around $29.440000. The impact to a portfolio due to this purchase was 0.31%. The holding were 41,889 shares as of 2021-09-30.

New Purchase: National Presto Industries Inc (NPK)

First Personal Financial Services initiated holding in National Presto Industries Inc. The purchase prices were between $80.95 and $102.95, with an estimated average price of $89.78. The stock is now traded at around $86.430000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,012 shares as of 2021-09-30.

New Purchase: Host Hotels & Resorts Inc (HST)

First Personal Financial Services initiated holding in Host Hotels & Resorts Inc. The purchase prices were between $14.86 and $17.32, with an estimated average price of $16.23. The stock is now traded at around $18.025000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 190 shares as of 2021-09-30.

New Purchase: First Solar Inc (FSLR)

First Personal Financial Services initiated holding in First Solar Inc. The purchase prices were between $81.35 and $106.17, with an estimated average price of $92.84. The stock is now traded at around $115.740000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 105 shares as of 2021-09-30.

New Purchase: Pool Corp (POOL)

First Personal Financial Services initiated holding in Pool Corp. The purchase prices were between $434.41 and $497.39, with an estimated average price of $474.21. The stock is now traded at around $520.510000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 10 shares as of 2021-09-30.

New Purchase: Franklin Resources Inc (BEN)

First Personal Financial Services initiated holding in Franklin Resources Inc. The purchase prices were between $28.58 and $33.42, with an estimated average price of $31.21. The stock is now traded at around $35.950000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 506 shares as of 2021-09-30.

Added: Electronic Arts Inc (EA)

First Personal Financial Services added to a holding in Electronic Arts Inc by 44.80%. The purchase prices were between $126.4 and $146.6, with an estimated average price of $140.49. The stock is now traded at around $142.620000. The impact to a portfolio due to this purchase was 0.47%. The holding were 42,750 shares as of 2021-09-30.

Added: Vornado Realty Trust (VNO)

First Personal Financial Services added to a holding in Vornado Realty Trust by 101.78%. The purchase prices were between $40.27 and $47.1, with an estimated average price of $43.12. The stock is now traded at around $43.490000. The impact to a portfolio due to this purchase was 0.28%. The holding were 53,911 shares as of 2021-09-30.

Added: Clorox Co (CLX)

First Personal Financial Services added to a holding in Clorox Co by 23.03%. The purchase prices were between $162.19 and $187.74, with an estimated average price of $172.28. The stock is now traded at around $164.350000. The impact to a portfolio due to this purchase was 0.23%. The holding were 30,375 shares as of 2021-09-30.

Added: Kimberly-Clark Corp (KMB)

First Personal Financial Services added to a holding in Kimberly-Clark Corp by 104.07%. The purchase prices were between $132.43 and $141.49, with an estimated average price of $136.06. The stock is now traded at around $131.130000. The impact to a portfolio due to this purchase was 0.22%. The holding were 13,252 shares as of 2021-09-30.

Added: Newmont Corp (NEM)

First Personal Financial Services added to a holding in Newmont Corp by 6898.50%. The purchase prices were between $53.71 and $63.98, with an estimated average price of $59.05. The stock is now traded at around $54.730000. The impact to a portfolio due to this purchase was 0.19%. The holding were 13,997 shares as of 2021-09-30.

Added: Cerner Corp (CERN)

First Personal Financial Services added to a holding in Cerner Corp by 58.58%. The purchase prices were between $70.52 and $81.91, with an estimated average price of $77.27. The stock is now traded at around $75.950000. The impact to a portfolio due to this purchase was 0.16%. The holding were 25,336 shares as of 2021-09-30.

Sold Out: Valero Energy Corp (VLO)

First Personal Financial Services sold out a holding in Valero Energy Corp. The sale prices were between $60.2 and $78.07, with an estimated average price of $66.7.

Sold Out: Schwab Fundamental International Small Company Ind (FNDC)

First Personal Financial Services sold out a holding in Schwab Fundamental International Small Company Ind. The sale prices were between $37.86 and $40.67, with an estimated average price of $39.51.

Sold Out: Williams Companies Inc (WMB)

First Personal Financial Services sold out a holding in Williams Companies Inc. The sale prices were between $23.89 and $26.94, with an estimated average price of $25.2.

Sold Out: Mastercard Inc (MA)

First Personal Financial Services sold out a holding in Mastercard Inc. The sale prices were between $337.38 and $393.26, with an estimated average price of $363.45.

Sold Out: American Tower Corp (AMT)

First Personal Financial Services sold out a holding in American Tower Corp. The sale prices were between $265.41 and $303.62, with an estimated average price of $285.13.

Sold Out: iShares MSCI Canada ETF (EWC)

First Personal Financial Services sold out a holding in iShares MSCI Canada ETF. The sale prices were between $35.5 and $38.1, with an estimated average price of $37.11.



Here is the complete portfolio of First Personal Financial Services. Also check out:

1. First Personal Financial Services's Undervalued Stocks
2. First Personal Financial Services's Top Growth Companies, and
3. First Personal Financial Services's High Yield stocks
4. Stocks that First Personal Financial Services keeps buying

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