FPFS
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First Personal Financial Services’s ACI Worldwide ACIW Stock Holding History

First Personal Financial Services’s Portfolio ACIW Stock Details ACIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-186
Closed -$6K – 538
2019
Q2 		$6K Hold
186
– – ﹤0.01% 559
2019
Q1 		$6K Hold
186
– – ﹤0.01% 561
2018
Q4 		$5K Hold
186
– – ﹤0.01% 550
2018
Q3 		$5K Hold
186
– – ﹤0.01% 585
2018
Q2 		$5K Sell
186
-312
-63% -$7.6K ﹤0.01% 569
2018
Q1 		$11K Buy
498
+55
+12% +$1.3K ﹤0.01% 757
2017
Q4 		$10K Buy
443
+131
+42% +$3.04K ﹤0.01% 774
2017
Q3 		$7K Hold
312
– – ﹤0.01% 749
2017
Q2 		$7K Hold
312
– – ﹤0.01% 759
2017
Q1 		$7K Hold
312
– – ﹤0.01% 761
2016
Q4 		$6K Hold
312
– – ﹤0.01% 798
2016
Q3 		$6K Hold
312
– – ﹤0.01% 671
2016
Q2 		$6K Buy
+312
New +$6.33K ﹤0.01% 649

Other funds holding ACIW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return