First Personal Financial Services Buys Kimberly-Clark Corp, Newmont Corp, S&P 500 ETF TRUST ETF, Sells Cal-Maine Foods Inc, ProShares UltraShort S&P500, Eli Lilly and Co

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Feb 04, 2022
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Charlotte, NC, based Investment company First Personal Financial Services (Current Portfolio) buys Kimberly-Clark Corp, Newmont Corp, S&P 500 ETF TRUST ETF, Activision Blizzard Inc, Vornado Realty Trust, sells Cal-Maine Foods Inc, ProShares UltraShort S&P500, Eli Lilly and Co, CSX Corp, Texas Instruments Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, First Personal Financial Services. As of 2021Q4, First Personal Financial Services owns 357 stocks with a total value of $447 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) - 41,816 shares, 3.88% of the total portfolio. Shares reduced by 0.7%
  2. Alphabet Inc (GOOGL) - 4,793 shares, 3.11% of the total portfolio. Shares added by 0.04%
  3. Ansys Inc (ANSS) - 33,366 shares, 3.00% of the total portfolio. Shares added by 0.32%
  4. iShares Core S&P 500 ETF (IVV) - 27,871 shares, 2.98% of the total portfolio. Shares reduced by 1.12%
  5. Microsoft Corp (MSFT) - 38,727 shares, 2.92% of the total portfolio. Shares added by 1.13%
New Purchase: Honeywell International Inc (HON)

First Personal Financial Services initiated holding in Honeywell International Inc. The purchase prices were between $199.42 and $227.75, with an estimated average price of $214.01. The stock is now traded at around $191.500000. The impact to a portfolio due to this purchase was 0.04%. The holding were 965 shares as of 2021-12-31.

New Purchase: General Dynamics Corp (GD)

First Personal Financial Services initiated holding in General Dynamics Corp. The purchase prices were between $188.97 and $209.52, with an estimated average price of $201.98. The stock is now traded at around $212.290000. The impact to a portfolio due to this purchase was 0.03%. The holding were 697 shares as of 2021-12-31.

New Purchase: PPG Industries Inc (PPG)

First Personal Financial Services initiated holding in PPG Industries Inc. The purchase prices were between $144.01 and $172.44, with an estimated average price of $161.01. The stock is now traded at around $152.990000. The impact to a portfolio due to this purchase was 0.03%. The holding were 856 shares as of 2021-12-31.

New Purchase: PotlatchDeltic Corp (PCH)

First Personal Financial Services initiated holding in PotlatchDeltic Corp. The purchase prices were between $51.36 and $61.05, with an estimated average price of $56.16. The stock is now traded at around $52.930000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,621 shares as of 2021-12-31.

New Purchase: International Flavors & Fragrances Inc (IFF)

First Personal Financial Services initiated holding in International Flavors & Fragrances Inc. The purchase prices were between $135.47 and $153.12, with an estimated average price of $145.73. The stock is now traded at around $127.100000. The impact to a portfolio due to this purchase was 0.01%. The holding were 200 shares as of 2021-12-31.

New Purchase: American Tower Corp (AMT)

First Personal Financial Services initiated holding in American Tower Corp. The purchase prices were between $257.53 and $292.5, with an estimated average price of $273.26. The stock is now traded at around $246.430000. The impact to a portfolio due to this purchase was 0.01%. The holding were 101 shares as of 2021-12-31.

Added: Kimberly-Clark Corp (KMB)

First Personal Financial Services added to a holding in Kimberly-Clark Corp by 84.67%. The purchase prices were between $129.26 and $142.92, with an estimated average price of $134.72. The stock is now traded at around $132.660000. The impact to a portfolio due to this purchase was 0.36%. The holding were 24,473 shares as of 2021-12-31.

Added: Newmont Corp (NEM)

First Personal Financial Services added to a holding in Newmont Corp by 121.23%. The purchase prices were between $53.27 and $62.02, with an estimated average price of $56.75. The stock is now traded at around $60.930000. The impact to a portfolio due to this purchase was 0.24%. The holding were 30,966 shares as of 2021-12-31.

Added: S&P 500 ETF TRUST ETF (SPY)

First Personal Financial Services added to a holding in S&P 500 ETF TRUST ETF by 157.78%. The purchase prices were between $427.14 and $477.48, with an estimated average price of $458.13. The stock is now traded at around $448.700000. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,900 shares as of 2021-12-31.

Added: Activision Blizzard Inc (ATVI)

First Personal Financial Services added to a holding in Activision Blizzard Inc by 29.04%. The purchase prices were between $57.28 and $81.19, with an estimated average price of $68.02. The stock is now traded at around $79.250000. The impact to a portfolio due to this purchase was 0.17%. The holding were 50,663 shares as of 2021-12-31.

Added: Vornado Realty Trust (VNO)

First Personal Financial Services added to a holding in Vornado Realty Trust by 21.74%. The purchase prices were between $39.17 and $46.6, with an estimated average price of $43.19. The stock is now traded at around $40.550000. The impact to a portfolio due to this purchase was 0.11%. The holding were 65,632 shares as of 2021-12-31.

Added: SK Telecom Co Ltd (SKM)

First Personal Financial Services added to a holding in SK Telecom Co Ltd by 60.35%. The purchase prices were between $26.67 and $51.44, with an estimated average price of $46.19. The stock is now traded at around $26.210000. The impact to a portfolio due to this purchase was 0.09%. The holding were 40,795 shares as of 2021-12-31.

Sold Out: ProShares UltraShort S&P500 (SDS)

First Personal Financial Services sold out a holding in ProShares UltraShort S&P500. The sale prices were between $34.9 and $44.35, with an estimated average price of $38.38.

Sold Out: Northrop Grumman Corp (NOC)

First Personal Financial Services sold out a holding in Northrop Grumman Corp. The sale prices were between $345.98 and $406.62, with an estimated average price of $372.6.

Sold Out: Flowers Foods Inc (FLO)

First Personal Financial Services sold out a holding in Flowers Foods Inc. The sale prices were between $24.14 and $27.47, with an estimated average price of $25.91.

Sold Out: Trinity Industries Inc (TRN)

First Personal Financial Services sold out a holding in Trinity Industries Inc. The sale prices were between $25.57 and $30.22, with an estimated average price of $28.6.

Sold Out: Domtar Corp (UFS)

First Personal Financial Services sold out a holding in Domtar Corp. The sale prices were between $53.81 and $55.49, with an estimated average price of $54.78.

Sold Out: Lamb Weston Holdings Inc (LW)

First Personal Financial Services sold out a holding in Lamb Weston Holdings Inc. The sale prices were between $50.24 and $63.38, with an estimated average price of $57.65.



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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