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Alambic Investment Management’s Personalis PSNL Stock Holding History

Alambic Investment Management’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
2020
Q4 		– Sell
-14,104
Closed -$306K – 38
2020
Q3 		$306K Buy
14,104
+78
+0.6% +$1.55K 3.36% 7
2020
Q2 		$182K Sell
14,026
-6,238
-31% -$69.2K 0.46% 104
2020
Q1 		$164K Sell
20,264
-51,965
-72% -$483K 0.4% 98
2019
Q4 		$787K Buy
72,229
+53,150
+279% +$553K 0.66% 41
2019
Q3 		$280K Buy
+19,079
New +$361K 0.21% 180

Other funds holding PSNL

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WSC
Wellington Shields & Co New York $446M AUM 38.92% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $788M AUM 66.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alambic Investment Management's PSNL Position: Q4 2020 in Review

Alambic Investment Management sold out of Personalis (PSNL) in Q4 2020, closing a stake of 14,104 shares — an estimated $306K sold.

Alambic Investment Management first reported a position in PSNL in Q3 2019 and held it in 5 quarters. The position peaked at $787K in Q4 2019. 132 funds tracked by Wall St. Rank hold PSNL as of Q4 2020.

  • Alambic Investment Management reported no remaining Personalis position as of Q4 2020 after selling out during the quarter.
  • Alambic Investment Management sold 14,104 Personalis shares in Q4 2020, an estimated $306K.
  • Alambic Investment Management first reported a position in Personalis in Q3 2019 and held it in 5 quarters.
  • Alambic Investment Management's Personalis position peaked at $787K in Q4 2019.
  • 132 funds tracked by Wall St. Rank held Personalis as of Q4 2020.

Based on Alambic Investment Management's 13F filing for Q4 2020.