First Personal Financial Services’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $30.7K | Hold |
1,056
| – | – | 0.01% | 230 |
|
|
2024
Q2 | $30.6K | Hold |
1,056
| – | – | 0.01% | 213 |
|
|
2024
Q1 | $30.8K | Hold |
1,056
| – | – | 0.01% | 212 |
|
|
2023
Q4 | $27.8K | Hold |
1,056
| – | – | 0.01% | 239 |
|
|
2023
Q3 | $28.9K | Hold |
1,056
| – | – | 0.01% | 239 |
|
|
2023
Q2 | $27.8K | Hold |
1,056
| – | – | 0.01% | 252 |
|
|
2023
Q1 | $27.4K | Hold |
1,056
| – | – | 0.01% | 255 |
|
|
2022
Q4 | $25.5K | Hold |
1,056
| – | – | 0.01% | 269 |
|
|
2022
Q3 | $25K | Hold |
1,056
| – | – | 0.01% | 271 |
|
|
2022
Q2 | $26K | Hold |
1,056
| – | – | 0.01% | 223 |
|
|
2022
Q1 | $27K | Hold |
1,056
| – | – | 0.01% | 232 |
|
|
2021
Q4 | $23K | Sell |
1,056
-2,000
| -65% | -$44.9K | 0.01% | 240 |
|
|
2021
Q3 | $66K | Buy |
3,056
+450
| +17% | +$10.2K | 0.02% | 171 |
|
|
2021
Q2 | $63K | Hold |
2,606
| – | – | 0.02% | 180 |
|
|
2021
Q1 | $57K | Hold |
2,606
| – | – | 0.02% | 183 |
|
|
2020
Q4 | $51K | Hold |
2,606
| – | – | 0.01% | 184 |
|
|
2020
Q3 | $41K | Hold |
2,606
| – | – | 0.01% | 195 |
|
|
2020
Q2 | $47K | Hold |
2,606
| – | – | 0.02% | 188 |
|
|
2020
Q1 | $37K | Sell |
2,606
-787
| -23% | -$18.3K | 0.01% | 199 |
|
|
2019
Q4 | $96K | Hold |
3,393
| – | – | 0.03% | 154 |
|
|
2019
Q3 | $97K | Buy |
+3,393
| New | +$98.8K | 0.03% | 184 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 216 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 202 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 207 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 213 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 214 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 339 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 407 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 376 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 356 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 333 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 590 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 462 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 382 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 232 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 236 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 224 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 233 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 226 |
|
Other funds holding EPD
AA
TCA
First Personal Financial Services's EPD Position: Q3 2024 in Review
First Personal Financial Services held its Enterprise Products Partners (EPD) position steady in Q3 2024 at 1,056 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #230.
First Personal Financial Services first reported a position in EPD in Q3 2019 and has held it in 21 quarters since. The position peaked at $97K in Q3 2019. 1,355 funds tracked by Wall St. Rank hold EPD as of Q3 2024.
- First Personal Financial Services held 1,056 shares of Enterprise Products Partners worth $30.7K as of Q3 2024.
- First Personal Financial Services left its Enterprise Products Partners share count unchanged in Q3 2024.
- Enterprise Products Partners made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #230 holding.
- First Personal Financial Services first reported a position in Enterprise Products Partners in Q3 2019 and has held it in 21 quarters since.
- First Personal Financial Services's Enterprise Products Partners position peaked at $97K in Q3 2019.
- 1,355 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.