First Personal Financial Services’s NiSource NI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$15.4K	Hold	445	–	–	﹤0.01%	281
2024 Q2	$12.8K	Hold	445	–	–	﹤0.01%	260
2024 Q1	$12.3K	Hold	445	–	–	﹤0.01%	267
2023 Q4	$11.8K	Hold	445	–	–	﹤0.01%	295
2023 Q3	$11K	Hold	445	–	–	﹤0.01%	298
2023 Q2	$12.2K	Hold	445	–	–	﹤0.01%	296
2023 Q1	$12.4K	Hold	445	–	–	﹤0.01%	310
2022 Q4	$12.2K	Buy	+445	New	+$11.7K	﹤0.01%	316
2019 Q4	–	Sell	-24	Closed	-$1K	–	566
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	488
2019 Q2	$1K	Buy	+24	New	+$676	﹤0.01%	739
2018 Q2	–	Sell	-21	Closed	-$1K	–	845
2018 Q1	$1K	Sell	21 -694	-97%	-$16.4K	﹤0.01%	1011
2017 Q4	$18K	Hold	715	–	–	﹤0.01%	666
2017 Q3	$18K	Hold	715	–	–	﹤0.01%	609
2017 Q2	$18K	Hold	715	–	–	﹤0.01%	603
2017 Q1	$17K	Hold	715	–	–	﹤0.01%	593
2016 Q4	$16K	Hold	715	–	–	﹤0.01%	595
2016 Q3	$17K	Sell	715 -99	-12%	-$2.48K	0.01%	464
2016 Q2	$22K	Buy	+814	New	+$19.5K	0.01%	406

Other funds holding NI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

First Personal Financial Services held its NiSource (NI) position steady in Q3 2024 at 445 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

First Personal Financial Services first reported a position in NI in Q2 2016 and has held it in 18 quarters since. The position peaked at $22K in Q2 2016. 685 funds tracked by Wall St. Rank hold NI as of Q3 2024.

First Personal Financial Services held 445 shares of NiSource worth $15.4K as of Q3 2024.
First Personal Financial Services left its NiSource share count unchanged in Q3 2024.
NiSource made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #281 holding.
First Personal Financial Services first reported a position in NiSource in Q2 2016 and has held it in 18 quarters since.
First Personal Financial Services's NiSource position peaked at $22K in Q2 2016.
685 funds tracked by Wall St. Rank held NiSource as of Q3 2024.

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