First Personal Financial Services’s Sprott Physical Gold PHYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,417	Closed	-$83K	–	337
2022 Q1	$83K	Hold	5,417	–	–	0.02%	160
2021 Q4	$78K	Sell	5,417 -1,000	-16%	-$14.1K	0.02%	163
2021 Q3	$89K	Hold	6,417	–	–	0.02%	157
2021 Q2	$90K	Hold	6,417	–	–	0.02%	154
2021 Q1	$86K	Hold	6,417	–	–	0.02%	151
2020 Q4	$97K	Hold	6,417	–	–	0.03%	147
2020 Q3	$97K	Hold	6,417	–	–	0.03%	144
2020 Q2	$92K	Hold	6,417	–	–	0.03%	147
2020 Q1	$84K	Hold	6,417	–	–	0.03%	149
2019 Q4	$78K	Hold	6,417	–	–	0.03%	172
2019 Q3	$76K	Buy	+6,417	New	+$75.9K	0.02%	203
2019 Q2	–	Hold	0	–	–	–	179
2019 Q1	–	Hold	0	–	–	–	238
2018 Q4	–	Hold	0	–	–	–	175
2018 Q3	–	Hold	0	–	–	–	192
2018 Q2	–	Hold	0	–	–	–	188
2018 Q1	–	Hold	0	–	–	–	247
2017 Q4	–	Hold	0	–	–	–	289
2017 Q3	–	Hold	0	–	–	–	260
2017 Q2	–	Hold	0	–	–	–	263
2017 Q1	–	Hold	0	–	–	–	247
2016 Q4	–	Hold	0	–	–	–	247
2016 Q3	–	Hold	0	–	–	–	173
2016 Q2	–	Hold	0	–	–	–	171
2016 Q1	–	Hold	0	–	–	–	133

Other funds holding PHYS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

First Personal Financial Services's PHYS Position: Q2 2022 in Review

First Personal Financial Services sold out of Sprott Physical Gold (PHYS) in Q2 2022, closing a stake of 5,417 shares — an estimated $83K sold.

First Personal Financial Services first reported a position in PHYS in Q3 2019 and held it in 11 quarters. The position peaked at $97K in Q4 2020. 381 funds tracked by Wall St. Rank hold PHYS as of Q2 2022.

First Personal Financial Services reported no remaining Sprott Physical Gold position as of Q2 2022 after selling out during the quarter.
First Personal Financial Services sold 5,417 Sprott Physical Gold shares in Q2 2022, an estimated $83K.
First Personal Financial Services first reported a position in Sprott Physical Gold in Q3 2019 and held it in 11 quarters.
First Personal Financial Services's Sprott Physical Gold position peaked at $97K in Q4 2020.
381 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2022.

Based on First Personal Financial Services's 13F filing for Q2 2022, filed 25 Jul 2022.