FPFS
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First Personal Financial Services’s Solventum SOLV Stock Holding History

First Personal Financial Services’s Portfolio SOLV Stock Details SOLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$837 Sell
12
-6
-33% -$361 ﹤0.01% 367
2024
Q2 		$952 Buy
+18
New +$1.09K ﹤0.01% 343

Other funds holding SOLV

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

First Personal Financial Services reduced its Solventum (SOLV) stake by 33% in Q3 2024, selling an estimated $361 and leaving 12 shares worth $837. The position accounts for ﹤0.01% of the portfolio, ranked #367.

First Personal Financial Services first reported a position in SOLV in Q2 2024 and has held it in 2 quarters since. The position peaked at $952 in Q2 2024. 936 funds tracked by Wall St. Rank hold SOLV as of Q3 2024.

  • First Personal Financial Services held 12 shares of Solventum worth $837 as of Q3 2024.
  • First Personal Financial Services sold 6 Solventum shares in Q3 2024, an estimated $361.
  • Solventum made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #367 holding.
  • First Personal Financial Services first reported a position in Solventum in Q2 2024 and has held it in 2 quarters since.
  • First Personal Financial Services's Solventum position peaked at $952 in Q2 2024.
  • 936 funds tracked by Wall St. Rank held Solventum as of Q3 2024.

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