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FPFS
First Personal Financial Services’s
Northwest Natural Holdings
NWN
Stock Holding History
First Personal Financial Services’s Portfolio
NWN Stock Details
NWN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
$42.9K
Sell
1,052
-238
-18%
-$9.29K
0.01%
208
2024
Q2
$46.6K
Hold
1,290
–
–
0.01%
195
2024
Q1
$48K
Hold
1,290
–
–
0.01%
191
2023
Q4
$50.2K
Hold
1,290
–
–
0.01%
206
2023
Q3
$49.2K
Hold
1,290
–
–
0.01%
198
2023
Q2
$55.5K
Hold
1,290
–
–
0.01%
200
2023
Q1
$61.4K
Hold
1,290
–
–
0.02%
187
2022
Q4
$61.4K
Hold
1,290
–
–
0.02%
192
2022
Q3
$56K
Hold
1,290
–
–
0.02%
188
2022
Q2
$68K
Hold
1,290
–
–
0.02%
156
2022
Q1
$67K
Hold
1,290
–
–
0.02%
170
2021
Q4
$63K
Hold
1,290
–
–
0.01%
179
2021
Q3
$59K
Hold
1,290
–
–
0.01%
182
2021
Q2
$68K
Hold
1,290
–
–
0.02%
175
2021
Q1
$70K
Hold
1,290
–
–
0.02%
165
2020
Q4
$59K
Hold
1,290
–
–
0.02%
176
2020
Q3
$59K
Hold
1,290
–
–
0.02%
173
2020
Q2
$72K
Hold
1,290
–
–
0.02%
162
2020
Q1
$80K
Buy
+1,290
New
+$90.2K
0.03%
151
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$6.9T AUM
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
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$140B AUM
27.84%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
DPIM
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$9.63B AUM
11.3%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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