First Personal Financial Services’s Silvercrest Asset Management SAMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$103K	Hold	6,000	–	–	0.02%	161
2024 Q2	$93.5K	Buy	6,000 +2,000	+50%	+$30.1K	0.02%	159
2024 Q1	$63.2K	Buy	+4,000	New	+$65.6K	0.01%	175
2023 Q4	–	Sell	-1,250	Closed	-$19.8K	–	398
2023 Q3	$19.8K	Hold	1,250	–	–	0.01%	260
2023 Q2	$25.3K	Hold	1,250	–	–	0.01%	257
2023 Q1	$22.7K	Buy	+1,250	New	+$22.6K	0.01%	262

Other funds holding SAMG

LPP

Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

First Personal Financial Services held its Silvercrest Asset Management (SAMG) position steady in Q3 2024 at 6,000 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #161.

First Personal Financial Services first reported a position in SAMG in Q1 2023 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold SAMG as of Q3 2024.

First Personal Financial Services held 6,000 shares of Silvercrest Asset Management worth $103K as of Q3 2024.
First Personal Financial Services left its Silvercrest Asset Management share count unchanged in Q3 2024.
Silvercrest Asset Management made up 0.02% of First Personal Financial Services's portfolio in Q3 2024, its #161 holding.
First Personal Financial Services first reported a position in Silvercrest Asset Management in Q1 2023 and has held it in 6 quarters since.
79 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q3 2024.

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