American Portfolios Advisors’s Personalis PSNL Stock Holding History

American Portfolios Advisors’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	$1.63K	Hold	550	–	–	﹤0.01%	3181
2022 Q2	$1.9K	Hold	550	–	–	﹤0.01%	3144
2022 Q1	$4.5K	Hold	550	–	–	﹤0.01%	2984
2021 Q4	$7.85K	Hold	550	–	–	﹤0.01%	2723
2021 Q3	$10.6K	Hold	550	–	–	﹤0.01%	2540
2021 Q2	$13.9K	Hold	550	–	–	﹤0.01%	2367
2021 Q1	$13.5K	Sell	550 -50	-8%	-$1.71K	﹤0.01%	2254
2020 Q4	$22K	Hold	600	–	–	﹤0.01%	1771
2020 Q3	$13K	Sell	600 -100	-14%	-$1.99K	﹤0.01%	1873
2020 Q2	$9.08K	Sell	700 -250	-26%	-$2.77K	﹤0.01%	1963
2020 Q1	$7.67K	Buy	950 +100	+12%	+$930	﹤0.01%	1915
2019 Q4	$9.27K	Hold	850	–	–	﹤0.01%	2028
2019 Q3	$12.5K	Buy	850 +650	+325%	+$12.3K	﹤0.01%	1852
2019 Q2	$5.43K	Buy	+200	New	+$5.66K	﹤0.01%	2152

Other funds holding PSNL

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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 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

American Portfolios Advisors's PSNL Position: Q3 2022 in Review

American Portfolios Advisors held its Personalis (PSNL) position steady in Q3 2022 at 550 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #3181.

American Portfolios Advisors first reported a position in PSNL in Q2 2019 and has held it in 14 quarters since. The position peaked at $22K in Q4 2020. 81 funds tracked by Wall St. Rank hold PSNL as of Q3 2022.

American Portfolios Advisors held 550 shares of Personalis worth $1.63K as of Q3 2022.
American Portfolios Advisors left its Personalis share count unchanged in Q3 2022.
Personalis made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3181 holding.
American Portfolios Advisors first reported a position in Personalis in Q2 2019 and has held it in 14 quarters since.
American Portfolios Advisors's Personalis position peaked at $22K in Q4 2020.
81 funds tracked by Wall St. Rank held Personalis as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.