First Personal Financial Services’s Delek US DK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-114	Closed	-$2K	–	312
2020 Q4	$2K	Sell	114 -86	-43%	-$1.14K	﹤0.01%	306
2020 Q3	$2K	Hold	200	–	–	﹤0.01%	280
2020 Q2	$3K	Hold	200	–	–	﹤0.01%	287
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	278
2019 Q4	$7K	Sell	200 -195	-49%	-$7.03K	﹤0.01%	294
2019 Q3	$14K	Hold	395	–	–	﹤0.01%	350
2019 Q2	$16K	Buy	395 +40	+11%	+$1.46K	﹤0.01%	429
2019 Q1	$13K	Hold	355	–	–	﹤0.01%	455
2018 Q4	$12K	Buy	355 +155	+78%	+$5.86K	﹤0.01%	440
2018 Q3	$8K	Hold	200	–	–	﹤0.01%	526
2018 Q2	$10K	Buy	200 +29	+17%	+$1.44K	﹤0.01%	481
2018 Q1	$7K	Sell	171 -17	-9%	-$612	﹤0.01%	854
2017 Q4	$7K	Hold	188	–	–	﹤0.01%	847
2017 Q3	$5K	Buy	+188	New	+$4.71K	﹤0.01%	776
2017 Q2	–	Sell	-315	Closed	-$8K	–	861
2017 Q1	$8K	Hold	315	–	–	﹤0.01%	747
2016 Q4	$8K	Sell	315 -7	-2%	-$137	﹤0.01%	752
2016 Q3	$6K	Hold	322	–	–	﹤0.01%	674
2016 Q2	$4K	Buy	+322	New	+$4.58K	﹤0.01%	701

Other funds holding DK

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

First Personal Financial Services's DK Position: Q1 2021 in Review

First Personal Financial Services sold out of Delek US (DK) in Q1 2021, closing a stake of 114 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in DK in Q2 2016 and held it in 18 quarters. The position peaked at $16K in Q2 2019. 168 funds tracked by Wall St. Rank hold DK as of Q1 2021.

First Personal Financial Services reported no remaining Delek US position as of Q1 2021 after selling out during the quarter.
First Personal Financial Services sold 114 Delek US shares in Q1 2021, an estimated $2K.
First Personal Financial Services first reported a position in Delek US in Q2 2016 and held it in 18 quarters.
First Personal Financial Services's Delek US position peaked at $16K in Q2 2019.
168 funds tracked by Wall St. Rank held Delek US as of Q1 2021.

Based on First Personal Financial Services's 13F filing for Q1 2021, filed 29 Apr 2021.