First Personal Financial Services

13F Filings History

Latest 13F report
Q3 2024 - Nov 1, 2024
Value $
$473M
Signature - Title
Michael Elliott Van Ness - Chief Compliance Officer & Director of Research
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by First Personal Financial Services. Form 13F is required to be filed within 45 days of the end of a calendar quarter. First Personal Financial Services reported 570 stock holdings with total value $473M as of Q3 2024. Top holdings included MSFT, ACN, GOOGL, WM, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 570 $473M +$7.55M -$12.4M -$4.8M MSFT, ACN, GOOGL, WM, IVV 13F-HR 11/1/2024, 03:12 PM
Q2 2024 359 $442M +$14.7M -$5.22M +$9.48M MSFT, GOOGL, WM, ACN, IVV 13F-HR 7/29/2024, 06:34 PM
Q1 2024 361 $431M +$20.9M -$11.2M +$9.78M ACN, MSFT, WM, GOOGL, NUE 13F-HR 4/25/2024, 07:34 PM
Q4 2023 385 $411M +$3.17M -$10.2M -$7.04M ACN, MSFT, GOOGL, WM, ANSS 13F-HR 1/29/2024, 12:41 PM
Q3 2023 389 $384M +$14.3M -$11.3M +$3.01M ACN, GOOGL, MSFT, NUE, WM 13F-HR 10/19/2023, 03:51 PM
Q2 2023 379 $403M +$7.71M -$5.27M +$2.44M ACN, MSFT, WM, NUE, GOOGL 13F-HR 7/28/2023, 04:25 PM
Q1 2023 403 $386M +$10.2M -$13.3M -$3.14M ACN, DE, TMO, WM, ANSS 13F-HR 4/24/2023, 04:20 PM
Q4 2022 392 $369M +$3.28M -$11.1M -$7.81M DE, ACN, WM, PG, TMO 13F-HR 1/27/2023, 03:28 PM
Q3 2022 426 $344M +$21.5M -$2.45M +$19.1M ACN, WM, DE, GOOGL, IVV 13F-HR 10/27/2022, 05:00 PM
Q2 2022 325 $357M +$4.14M -$15.1M -$11M ACN, GOOGL, WM, MSFT, IVV 13F-HR 7/25/2022, 04:09 PM
Q1 2022 329 $429M +$19.2M -$13.8M +$5.34M ACN, GOOGL, DE, IVV, MSFT 13F-HR 5/2/2022, 05:11 PM
Q4 2021 337 $447M +$10.8M -$9.61M +$1.16M ACN, GOOGL, ANSS, IVV, MSFT 13F-HR 2/4/2022, 03:11 PM
Q3 2021 312 $402M +$15.2M -$6.29M +$8.92M ACN, GOOGL, IVV, DE, ANSS 13F-HR 11/4/2021, 12:36 PM
Q2 2021 318 $392M +$10.2M -$5.8M +$4.35M GOOGL, ACN, DE, IVV, IJH 13F-HR 8/2/2021, 03:40 PM
Q1 2021 302 $366M +$13.6M -$17M -$3.38M DE, ACN, IJH, ANSS, IVV 13F-HR 4/29/2021, 12:03 PM
Q4 2020 315 $351M +$25.8M -$10.9M +$14.9M ANSS, DE, ACN, IJH, IVV 13F-HR 2/1/2021, 02:41 PM
Q3 2020 286 $314M +$6.89M -$8.82M -$1.93M ANSS, IVV, DE, NOBL, ACN 13F-HR 11/2/2020, 12:38 PM
Q2 2020 300 $293M +$2.32M -$6.72M -$4.4M ANSS, IVV, NOBL, ACN, IJH 13F-HR 8/3/2020, 02:17 PM
Q1 2020 290 $259M +$15.4M -$14.8M +$623K IVV, NOBL, ANSS, IJH, AWK 13F-HR 4/22/2020, 04:09 PM
Q4 2019 529 $308M +$2.86M -$30.3M -$27.4M NOBL, IJH, IVV, MKC, ACN 13F-HR 1/24/2020, 02:05 PM
Q3 2019 535 $322M +$12.6M -$47.2M -$34.6M IJH, NOBL, IVV, AWK, DE 13F-HR 10/15/2019, 12:12 PM
Q2 2019 785 $350M +$15.8M -$5.65M +$10.2M IJH, NOBL, IVV, MSFT, ACN 13F-HR 7/29/2019, 04:43 PM
Q1 2019 676 $328M +$14M -$9.94M +$4.03M IJH, NOBL, IVV, MSFT, ACN 13F-HR 4/22/2019, 02:03 PM
Q4 2018 650 $290M +$11.1M -$7.55M +$3.57M IJH, IVV, MSFT, NOBL, DE 13F-HR 1/30/2019, 04:59 PM
Q3 2018 669 $317M +$15.9M -$11.1M +$4.86M IJH, IVV, MSFT, ACN, NOBL 13F-HR 11/1/2018, 05:17 PM
Q2 2018 651 $299M +$15.9M -$172M -$156M IJH, IVV, ACN, MSFT, NOBL 13F-HR 8/7/2018, 12:13 PM
Q1 2018 1,040 $453M +$17.1M -$68.2M -$51.1M BABA, EDU, ICLR, IJH, IEFA 13F-HR 5/10/2018, 04:39 PM
Q4 2017 987 $511M +$33M -$19.7M +$13.3M BABA, EDU, IVV, ACN, IJH 13F-HR 1/25/2018, 03:10 PM
Q3 2017 822 $474M +$28.2M -$28.6M -$397K BABA, EDU, IWF, IVV, ICLR 13F-HR 11/1/2017, 03:17 PM
Q2 2017 855 $456M +$47.2M -$25M +$22.2M BABA, EDU, IVV, IJH, AVGO 13F-HR 8/3/2017, 04:01 PM
Q1 2017 866 $417M +$26.9M -$15.9M +$11.1M IWD, IVV, BABA, IJH, EDU 13F-HR 5/5/2017, 01:23 PM
Q4 2016 918 $379M +$57.5M -$18.8M +$38.7M IWD, IGIB, IVV, IJH, NOBL 13F-HR 2/3/2017, 11:33 AM
Q3 2016 794 $343M +$55.8M -$12.6M +$43.2M IWD, IGIB, BABA, NOBL, IJH 13F-HR 11/7/2016, 10:50 AM
Q2 2016 806 $293M +$88.5M -$3.67M +$84.8M IGIB, NOBL, IJH, ACN, MDT 13F-HR 8/9/2016, 03:16 PM
Q1 2016 313 $202M +$30.7M -$10.8M +$19.9M IGIB, NOBL, ACN, IJH, PWV 13F-HR 5/11/2016, 01:50 PM
Q4 2015 385 $178M +$12.6M -$9.96M +$2.61M IGIB, PWV, IJH, SCHG, EWL 13F-HR 1/25/2016, 05:31 PM
Q3 2015 473 $166M +$11M -$4.13M +$6.91M IGIB, PWV, IJH, SCHG, PID 13F-HR 11/13/2015, 03:17 PM
Q2 2015 469 $167M +$10.6M -$5.54M +$5.06M IGIB, PWV, PID, IJH, SCHG 13F-HR 8/14/2015, 11:56 AM
Q1 2015 585 $165M +$6.13M -$13.8M -$7.67M IGIB, PWV, PID, SCHG, IJH 13F-HR 5/4/2015, 05:29 PM
Q4 2014 476 $171M $0 $0 IGIB, VIG, PWV, PID, SCHG 13F-HR 2/13/2015, 10:11 AM