First Personal Financial Services’s Morningstar MORN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$320	Buy	+1	New	+$311	﹤0.01%	425

Other funds holding MORN

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

First Personal Financial Services's MORN Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Morningstar (MORN) in Q3 2024: 1 share worth $320. The stake represents ﹤0.01% of the portfolio and ranks #425 among its holdings.

410 funds tracked by Wall St. Rank hold MORN as of Q3 2024.

First Personal Financial Services held 1 share of Morningstar worth $320 as of Q3 2024.
Morningstar was a new First Personal Financial Services position in Q3 2024.
Morningstar made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #425 holding.
410 funds tracked by Wall St. Rank held Morningstar as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.