First Personal Financial Services’s Broadridge BR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4	Closed	–	–	325
2019 Q4	$0	Sell	4 -97	-96%	-$11.9K	﹤0.01%	538
2019 Q3	$13K	Hold	101	–	–	﹤0.01%	356
2019 Q2	$13K	Buy	101 +4	+4%	+$482	﹤0.01%	461
2019 Q1	$10K	Sell	97 -19	-16%	-$1.91K	﹤0.01%	492
2018 Q4	$11K	Sell	116 -13	-10%	-$1.41K	﹤0.01%	451
2018 Q3	$17K	Sell	129 -7	-5%	-$888	0.01%	427
2018 Q2	$16K	Sell	136 -90	-40%	-$10.2K	0.01%	426
2018 Q1	$25K	Sell	226 -114	-34%	-$11.3K	0.01%	583
2017 Q4	$31K	Buy	340 +155	+84%	+$13.5K	0.01%	557
2017 Q3	$15K	Hold	185	–	–	﹤0.01%	631
2017 Q2	$14K	Hold	185	–	–	﹤0.01%	644
2017 Q1	$13K	Hold	185	–	–	﹤0.01%	653
2016 Q4	$12K	Hold	185	–	–	﹤0.01%	664
2016 Q3	$13K	Sell	185 -127	-41%	-$8.67K	﹤0.01%	511
2016 Q2	$20K	Buy	+312	New	+$19.3K	0.01%	422

Other funds holding BR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return