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Personal Wealth Partners’s First Financial Bankshares FFIN Stock Holding History

Personal Wealth Partners’s Portfolio FFIN Stock Details FFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8
Closed – – 246
2019
Q4 		$0 Hold
8
– – ﹤0.01% 568
2019
Q3 		$0 Buy
+8
New +$252 ﹤0.01% 575

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Personal Wealth Partners's FFIN Position: Q1 2020 in Review

Personal Wealth Partners sold out of First Financial Bankshares (FFIN) in Q1 2020, closing a stake of 8 shares.

Personal Wealth Partners first reported a position in FFIN in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 217 funds tracked by Wall St. Rank hold FFIN as of Q1 2020.

  • Personal Wealth Partners reported no remaining First Financial Bankshares position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 8 First Financial Bankshares shares in Q1 2020.
  • Personal Wealth Partners first reported a position in First Financial Bankshares in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's First Financial Bankshares position peaked at $0 in Q4 2019.
  • 217 funds tracked by Wall St. Rank held First Financial Bankshares as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.