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First Personal Financial Services’s MSC Industrial Direct MSM Stock Holding History

First Personal Financial Services’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$173 Buy
+2
New +$164 ﹤0.01% 483
2018
Q3 		– Sell
-23
Closed -$2K – 686
2018
Q2 		$2K Hold
23
– – ﹤0.01% 632
2018
Q1 		$2K Hold
23
– – ﹤0.01% 988
2017
Q4 		$2K Buy
+23
New +$1.92K ﹤0.01% 967

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Vanguard Group
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

First Personal Financial Services opened a new position in MSC Industrial Direct (MSM) in Q3 2024: 2 shares worth $173. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in MSM as recently as Q2 2018.

First Personal Financial Services first reported a position in MSM in Q4 2017 and has held it in 4 quarters since. The position peaked at $2K in Q2 2018. 411 funds tracked by Wall St. Rank hold MSM as of Q3 2024.

  • First Personal Financial Services held 2 shares of MSC Industrial Direct worth $173 as of Q3 2024.
  • MSC Industrial Direct was a new First Personal Financial Services position in Q3 2024.
  • MSC Industrial Direct made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #483 holding.
  • First Personal Financial Services first reported a position in MSC Industrial Direct in Q4 2017 and has held it in 4 quarters since.
  • First Personal Financial Services's MSC Industrial Direct position peaked at $2K in Q2 2018.
  • 411 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2024.

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