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Axxcess Wealth Management’s Parsons PSN Stock Holding History

Axxcess Wealth Management’s Portfolio PSN Stock Details PSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,205
Closed -$1.06M – 914
2024
Q3 		$1.06M Buy
10,205
+1,350
+15% +$121K 0.03% 384
2024
Q2 		$724K Buy
8,855
+422
+5% +$33.1K 0.02% 443
2024
Q1 		$700K Buy
8,433
+726
+9% +$52.9K 0.02% 455
2023
Q4 		$483K Buy
+7,707
New +$466K 0.01% 520

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Axxcess Wealth Management's PSN Position: Q4 2024 in Review

Axxcess Wealth Management sold out of Parsons (PSN) in Q4 2024, closing a stake of 10,205 shares — an estimated $1.06M sold.

Axxcess Wealth Management first reported a position in PSN in Q4 2023 and held it in 4 quarters. The position peaked at $1.06M in Q3 2024. 429 funds tracked by Wall St. Rank hold PSN as of Q4 2024.

  • Axxcess Wealth Management reported no remaining Parsons position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,205 Parsons shares in Q4 2024, an estimated $1.06M.
  • Axxcess Wealth Management first reported a position in Parsons in Q4 2023 and held it in 4 quarters.
  • Axxcess Wealth Management's Parsons position peaked at $1.06M in Q3 2024.
  • 429 funds tracked by Wall St. Rank held Parsons as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.