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First Personal Financial Services’s Blackbaud BLKB Stock Holding History

First Personal Financial Services’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.41M Buy
16,640
+3,424
+26% +$273K 0.3% 66
2024
Q2 		$1.01M Buy
+13,216
New +$1.02M 0.23% 66

Other funds holding BLKB

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

First Personal Financial Services increased its Blackbaud (BLKB) stake by 26% in Q3 2024, buying an estimated $273K and bringing the position to 16,640 shares worth $1.41M. The position accounts for 0.3% of the portfolio, ranked #66.

First Personal Financial Services first reported a position in BLKB in Q2 2024 and has held it in 2 quarters since. 283 funds tracked by Wall St. Rank hold BLKB as of Q3 2024.

  • First Personal Financial Services held 16,640 shares of Blackbaud worth $1.41M as of Q3 2024.
  • First Personal Financial Services bought 3,424 Blackbaud shares in Q3 2024, an estimated $273K.
  • Blackbaud made up 0.3% of First Personal Financial Services's portfolio in Q3 2024, its #66 holding.
  • First Personal Financial Services first reported a position in Blackbaud in Q2 2024 and has held it in 2 quarters since.
  • 283 funds tracked by Wall St. Rank held Blackbaud as of Q3 2024.

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