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Advisor Group’s Personalis PSNL Stock Holding History

Advisor Group’s Portfolio PSNL Stock Details PSNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$3K Buy
300
+200
+200% +$2.08K ﹤0.01% 4871
2019
Q3 		$1K Hold
100
– – ﹤0.01% 5145
2019
Q2 		$3K Buy
+100
New +$2.83K ﹤0.01% 4883

Other funds holding PSNL

A
Abingworth London, United Kingdom $307M AUM 93.47% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $533M AUM 65.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
WSC
Wellington Shields & Co New York $446M AUM 38.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Advisor Group's PSNL Position: Q4 2019 in Review

Advisor Group increased its Personalis (PSNL) stake by 200% in Q4 2019, buying an estimated $2.08K and bringing the position to 300 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4871.

Advisor Group first reported a position in PSNL in Q2 2019 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold PSNL as of Q4 2019.

  • Advisor Group held 300 shares of Personalis worth $3K as of Q4 2019.
  • Advisor Group bought 200 Personalis shares in Q4 2019, an estimated $2.08K.
  • Personalis made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4871 holding.
  • Advisor Group first reported a position in Personalis in Q2 2019 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Personalis as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.