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First Personal Financial Services’s Agilent Technologies A Stock Holding History

First Personal Financial Services’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$149 Buy
+1
New +$137 ﹤0.01% 503
2020
Q1 		– Sell
-18
Closed -$2K – 291
2019
Q4 		$2K Sell
18
-207
-92% -$16.3K ﹤0.01% 345
2019
Q3 		$17K Buy
225
+18
+9% +$1.3K 0.01% 333
2019
Q2 		$15K Hold
207
– – ﹤0.01% 440
2019
Q1 		$17K Hold
207
– – 0.01% 421
2018
Q4 		$14K Sell
207
-665
-76% -$44.7K ﹤0.01% 420
2018
Q3 		$62K Hold
872
– – 0.02% 251
2018
Q2 		$54K Sell
872
-27
-3% -$1.76K 0.02% 261
2018
Q1 		$60K Hold
899
– – 0.01% 399
2017
Q4 		$60K Buy
899
+207
+30% +$14K 0.01% 431
2017
Q3 		$44K Sell
692
-136
-16% -$8.47K 0.01% 445
2017
Q2 		$49K Sell
828
-376
-31% -$21.4K 0.01% 423
2017
Q1 		$64K Hold
1,204
– – 0.02% 348
2016
Q4 		$55K Hold
1,204
– – 0.01% 356
2016
Q3 		$57K Buy
1,204
+1,041
+639% +$48.6K 0.02% 253
2016
Q2 		$7K Buy
+163
New +$7.03K ﹤0.01% 631
2015
Q4 		– Sell
-63
Closed -$3K – 387
2015
Q3 		$3K Sell
63
-54
-46% -$2.04K ﹤0.01% 354
2015
Q2 		$5K Hold
117
– – ﹤0.01% 315
2015
Q1 		$5K Hold
117
– – ﹤0.01% 320
2014
Q4 		$4K Buy
+117
New +$4.72K ﹤0.01% 302

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Personal Financial Services's A Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Agilent Technologies (A) in Q3 2024: 1 share worth $149. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in A as recently as Q4 2019.

First Personal Financial Services first reported a position in A in Q4 2014 and has held it in 20 quarters since. The position peaked at $64K in Q1 2017. 1,049 funds tracked by Wall St. Rank hold A as of Q3 2024.

  • First Personal Financial Services held 1 share of Agilent Technologies worth $149 as of Q3 2024.
  • Agilent Technologies was a new First Personal Financial Services position in Q3 2024.
  • Agilent Technologies made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #503 holding.
  • First Personal Financial Services first reported a position in Agilent Technologies in Q4 2014 and has held it in 20 quarters since.
  • First Personal Financial Services's Agilent Technologies position peaked at $64K in Q1 2017.
  • 1,049 funds tracked by Wall St. Rank held Agilent Technologies as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.