First Personal Financial Services
- SEC CIK
- 0001633869
- Latest filing
- Nov 1, 2024
SAMG holding history
Silvercrest Asset Management Group Inc. in every 13F filed by First Personal Financial Services, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SAMG overviewAll 13F holders of SAMGFull Q3 2024 holdings
- Shares (Q3 2024)
- 6,000
- Value
- $103.4K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 6,000 | $103.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 6,000 | $93.5K | <0.1% | +2,000+50.0% | Added | Holders |
| Q1 2024 | 4,000 | $63.2K | <0.1% | +4,000 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −1,250−100.0% | Sold out | Holders |
| Q3 2023 | 1,250 | $19.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 1,250 | $25.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 1,250 | $22.7K | <0.1% | +1,250 | New | Holders |