FPFS
CIVI

First Personal Financial Services’s Civitas Resources CIVI Stock Holding History

First Personal Financial Services’s Portfolio CIVI Stock Details CIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6
Closed -$417 – 392
2023
Q2 		$417 Hold
6
– – ﹤0.01% 371
2023
Q1 		$411 Sell
6
-4
-40% -$259 ﹤0.01% 396
2022
Q4 		$579 Sell
10
-202
-95% -$13K ﹤0.01% 383
2022
Q3 		$12K Buy
+212
New +$12.5K ﹤0.01% 321

Other funds holding CIVI

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GFWEX
G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Personal Financial Services's CIVI Position: Q3 2023 in Review

First Personal Financial Services sold out of Civitas Resources (CIVI) in Q3 2023, closing a stake of 6 shares — an estimated $417 sold.

First Personal Financial Services first reported a position in CIVI in Q3 2022 and held it in 4 quarters. The position peaked at $12K in Q3 2022. 340 funds tracked by Wall St. Rank hold CIVI as of Q3 2023.

  • First Personal Financial Services reported no remaining Civitas Resources position as of Q3 2023 after selling out during the quarter.
  • First Personal Financial Services sold 6 Civitas Resources shares in Q3 2023, an estimated $417.
  • First Personal Financial Services first reported a position in Civitas Resources in Q3 2022 and held it in 4 quarters.
  • First Personal Financial Services's Civitas Resources position peaked at $12K in Q3 2022.
  • 340 funds tracked by Wall St. Rank held Civitas Resources as of Q3 2023.

Based on First Personal Financial Services's 13F filing for Q3 2023, filed 19 Oct 2023.