AWM
PSNL icon

Avior Wealth Management’s Personalis PSNL Stock Holding History

Avior Wealth 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
2024
Q2 		– Sell
-100
Closed -$149 – 3359
2024
Q1 		$149 Buy
+100
New +$155 ﹤0.01% 3003

Other funds holding PSNL

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

Avior Wealth Management's PSNL Position: Q2 2024 in Review

Avior Wealth Management sold out of Personalis (PSNL) in Q2 2024, closing a stake of 100 shares — an estimated $149 sold.

Avior Wealth Management first reported a position in PSNL in Q1 2024 and held it in 1 quarter. The position peaked at $149 in Q1 2024. 69 funds tracked by Wall St. Rank hold PSNL as of Q2 2024.

  • Avior Wealth Management reported no remaining Personalis position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 100 Personalis shares in Q2 2024, an estimated $149.
  • Avior Wealth Management first reported a position in Personalis in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Personalis position peaked at $149 in Q1 2024.
  • 69 funds tracked by Wall St. Rank held Personalis as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.