First Personal Financial Services’s Alaska Air ALK Stock Holding History

First Personal Financial Services’s Portfolio ALK Stock Details ALK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$272	Buy	+6	New	+$228	﹤0.01%	435
2024 Q1	–	Sell	-25	Closed	-$977	–	366
2023 Q4	$977	Hold	25	–	–	﹤0.01%	365
2023 Q3	$927	Buy	+25	New	+$1.13K	﹤0.01%	372
2019 Q3	–	Sell	-170	Closed	-$11K	–	547
2019 Q2	$11K	Hold	170	–	–	﹤0.01%	485
2019 Q1	$10K	Hold	170	–	–	﹤0.01%	491
2018 Q4	$10K	Hold	170	–	–	﹤0.01%	465
2018 Q3	$12K	Buy	170 +31	+22%	+$2.01K	﹤0.01%	467
2018 Q2	$8K	Hold	139	–	–	﹤0.01%	510
2018 Q1	$9K	Sell	139 -42	-23%	-$2.79K	﹤0.01%	799
2017 Q4	$13K	Sell	181 -94	-34%	-$6.68K	﹤0.01%	725
2017 Q3	$21K	Buy	275 +200	+267%	+$16.4K	﹤0.01%	581
2017 Q2	$7K	Hold	75	–	–	﹤0.01%	760
2017 Q1	$7K	Hold	75	–	–	﹤0.01%	762
2016 Q4	$7K	Hold	75	–	–	﹤0.01%	773
2016 Q3	$5K	Buy	75 +65	+650%	+$4.28K	﹤0.01%	693
2016 Q2	$1K	Buy	+10	New	+$691	﹤0.01%	783

Other funds holding ALK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

First Personal Financial Services opened a new position in Alaska Air (ALK) in Q3 2024: 6 shares worth $272. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in ALK as recently as Q4 2023.

First Personal Financial Services first reported a position in ALK in Q2 2016 and has held it in 16 quarters since. The position peaked at $21K in Q3 2017. 445 funds tracked by Wall St. Rank hold ALK as of Q3 2024.

First Personal Financial Services held 6 shares of Alaska Air worth $272 as of Q3 2024.
Alaska Air was a new First Personal Financial Services position in Q3 2024.
Alaska Air made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #435 holding.
First Personal Financial Services first reported a position in Alaska Air in Q2 2016 and has held it in 16 quarters since.
First Personal Financial Services's Alaska Air position peaked at $21K in Q3 2017.
445 funds tracked by Wall St. Rank held Alaska Air as of Q3 2024.

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