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Allegheny Financial Group’s Personalis PSNL Stock Holding History

Allegheny Financial 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
2022
Q3 		– Sell
-10,233
Closed -$35K – 174
2022
Q2 		$35K Hold
10,233
– – 0.02% 162
2022
Q1 		$84K Hold
10,233
– – 0.04% 155
2021
Q4 		$146K Buy
+10,233
New +$171K 0.06% 152

Other funds holding PSNL

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
WSC
Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Allegheny Financial Group's PSNL Position: Q3 2022 in Review

Allegheny Financial Group sold out of Personalis (PSNL) in Q3 2022, closing a stake of 10,233 shares — an estimated $35K sold.

Allegheny Financial Group first reported a position in PSNL in Q4 2021 and held it in 3 quarters. The position peaked at $146K in Q4 2021. 81 funds tracked by Wall St. Rank hold PSNL as of Q3 2022.

  • Allegheny Financial Group reported no remaining Personalis position as of Q3 2022 after selling out during the quarter.
  • Allegheny Financial Group sold 10,233 Personalis shares in Q3 2022, an estimated $35K.
  • Allegheny Financial Group first reported a position in Personalis in Q4 2021 and held it in 3 quarters.
  • Allegheny Financial Group's Personalis position peaked at $146K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Personalis as of Q3 2022.

Based on Allegheny Financial Group's 13F filing for Q3 2022, filed 1 Nov 2022.