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First Personal Financial Services’s Capital City Bank Group CCBG Stock Holding History

First Personal Financial Services’s Portfolio CCBG Stock Details CCBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-419
Closed -$12.3K – 372
2023
Q4 		$12.3K Hold
419
– – ﹤0.01% 290
2023
Q3 		$12.5K Buy
+419
New +$13K ﹤0.01% 289

Other funds holding CCBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return

First Personal Financial Services's CCBG Position: Q1 2024 in Review

First Personal Financial Services sold out of Capital City Bank Group (CCBG) in Q1 2024, closing a stake of 419 shares — an estimated $12.3K sold.

First Personal Financial Services first reported a position in CCBG in Q3 2023 and held it in 2 quarters. The position peaked at $12.5K in Q3 2023. 93 funds tracked by Wall St. Rank hold CCBG as of Q1 2024.

  • First Personal Financial Services reported no remaining Capital City Bank Group position as of Q1 2024 after selling out during the quarter.
  • First Personal Financial Services sold 419 Capital City Bank Group shares in Q1 2024, an estimated $12.3K.
  • First Personal Financial Services first reported a position in Capital City Bank Group in Q3 2023 and held it in 2 quarters.
  • First Personal Financial Services's Capital City Bank Group position peaked at $12.5K in Q3 2023.
  • 93 funds tracked by Wall St. Rank held Capital City Bank Group as of Q1 2024.

Based on First Personal Financial Services's 13F filing for Q1 2024, filed 26 Apr 2024.