First Personal Financial Services’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$84	Buy	+1	New	+$81	﹤0.01%	552
2018 Q2	–	Sell	-283	Closed	-$32K	–	865
2018 Q1	$32K	Sell	283 -289	-51%	-$34.8K	0.01%	534
2017 Q4	$71K	Buy	572 +30	+6%	+$3.56K	0.01%	402
2017 Q3	$57K	Hold	542	–	–	0.01%	399
2017 Q2	$50K	Buy	542 +10	+2%	+$858	0.01%	420
2017 Q1	$45K	Hold	532	–	–	0.01%	415
2016 Q4	$44K	Buy	532 +12	+2%	+$979	0.01%	401
2016 Q3	$40K	Buy	520 +25	+5%	+$2.17K	0.01%	317
2016 Q2	$40K	Buy	+495	New	+$43.9K	0.01%	310

Other funds holding PII

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

First Personal Financial Services opened a new position in Polaris (PII) in Q3 2024: 1 share worth $84. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in PII as recently as Q1 2018.

First Personal Financial Services first reported a position in PII in Q2 2016 and has held it in 9 quarters since. The position peaked at $71K in Q4 2017. 438 funds tracked by Wall St. Rank hold PII as of Q3 2024.

First Personal Financial Services held 1 share of Polaris worth $84 as of Q3 2024.
Polaris was a new First Personal Financial Services position in Q3 2024.
Polaris made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #552 holding.
First Personal Financial Services first reported a position in Polaris in Q2 2016 and has held it in 9 quarters since.
First Personal Financial Services's Polaris position peaked at $71K in Q4 2017.
438 funds tracked by Wall St. Rank held Polaris as of Q3 2024.

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