First Personal Financial Services recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
521 E. MOREHEAD STREET CHARLOTTE, NC 28202
As of the latest 13F report, the guru’s equity portfolio contained 392 stocks valued at a total of $369.00Mil. The top holdings were
According to GuruFocus data, these were First Personal Financial Services’s top five trades of the quarter.
Daktronics Inc
The guru sold out of their 330,536-share investment in NAS:DAKT. Previously, the stock had a 0.26% weight in the equity portfolio. Shares traded for an average price of $3.07 during the quarter.
On 01/28/2023, Daktronics Inc traded for a price of $3.7 per share and a market cap of $166.36Mil. The stock has returned -22.86% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Daktronics Inc has a price-book ratio of 0.97, a EV-to-Ebitda ratio of 32.69 and a price-sales ratio of 0.25.
The price-to-GF Value ratio is 0.69, earning the stock a GF Value rank of 8.
Deere & Co
First Personal Financial Services reduced their investment in NYSE:DE by 1,553 shares. The trade had a 0.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $406.45.
On 01/28/2023, Deere & Co traded for a price of $418.18 per share and a market cap of $123.37Bil. The stock has returned 12.37% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Deere & Co has a price-earnings ratio of 17.92, a price-book ratio of 6.17, a price-earnings-to-growth (PEG) ratio of 0.93, a EV-to-Ebitda ratio of 15.97 and a price-sales ratio of 2.47.
The price-to-GF Value ratio is 0.96, earning the stock a GF Value rank of 6.
iShares Core S&P 500 ETF
First Personal Financial Services reduced their investment in ARCA:IVV by 1,418 shares. The trade had a 0.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $384.6.
On 01/28/2023, iShares Core S&P 500 ETF traded for a price of $407.57 per share and a market cap of $306.29Bil. The stock has returned -4.40% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P 500 ETF has a price-earnings ratio of 20.16 and a price-book ratio of 3.78.
Ansys Inc
First Personal Financial Services reduced their investment in NAS:ANSS by 2,236 shares. The trade had a 0.14% impact on the equity portfolio. During the quarter, the stock traded for an average price of $232.92.
On 01/28/2023, Ansys Inc traded for a price of $266.67 per share and a market cap of $22.93Bil. The stock has returned -13.92% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Ansys Inc has a price-earnings ratio of 49.94, a price-book ratio of 5.11, a price-earnings-to-growth (PEG) ratio of 6.49, a EV-to-Ebitda ratio of 34.29 and a price-sales ratio of 11.40.
The price-to-GF Value ratio is 0.69, earning the stock a GF Value rank of 8.
iShares Core S&P Mid-Cap ETF
First Personal Financial Services reduced their investment in ARCA:IJH by 1,691 shares. The trade had a 0.11% impact on the equity portfolio. During the quarter, the stock traded for an average price of $240.73.
On 01/28/2023, iShares Core S&P Mid-Cap ETF traded for a price of $260.95 per share and a market cap of $68.77Bil. The stock has returned 5.32% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P Mid-Cap ETF has a price-earnings ratio of 13.70 and a price-book ratio of 2.29.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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