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First Personal Financial Services’s Safety Insurance SAFT Stock Holding History

First Personal Financial Services’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-50
Closed -$3.75K – 588
2024
Q2 		$3.75K Hold
50
– – ﹤0.01% 319
2024
Q1 		$4.11K Hold
50
– – ﹤0.01% 315
2023
Q4 		$3.8K Hold
50
– – ﹤0.01% 342
2023
Q3 		$3.41K Buy
+50
New +$3.48K ﹤0.01% 349

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

First Personal Financial Services sold out of Safety Insurance (SAFT) in Q3 2024, closing a stake of 50 shares — an estimated $3.75K sold.

First Personal Financial Services first reported a position in SAFT in Q3 2023 and held it in 4 quarters. The position peaked at $4.11K in Q1 2024. 188 funds tracked by Wall St. Rank hold SAFT as of Q3 2024.

  • First Personal Financial Services reported no remaining Safety Insurance position as of Q3 2024 after selling out during the quarter.
  • First Personal Financial Services sold 50 Safety Insurance shares in Q3 2024, an estimated $3.75K.
  • First Personal Financial Services first reported a position in Safety Insurance in Q3 2023 and held it in 4 quarters.
  • First Personal Financial Services's Safety Insurance position peaked at $4.11K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2024.

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