Bank of Montreal
PSNL icon

Bank of Montreal’s Personalis PSNL Stock Holding History

Bank of Montreal’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
2023
Q1 		– Sell
-139,800
Closed -$278K – 4099
2022
Q4 		$278K Buy
+139,800
New +$352K ﹤0.01% 2951
2021
Q4 		– Sell
-73,990
Closed -$1.4M – 3788
2021
Q3 		$1.4M Sell
73,990
-3,692
-5% -$77.2K ﹤0.01% 2289
2021
Q2 		$2.06M Buy
77,682
+33,468
+76% +$766K ﹤0.01% 2047
2021
Q1 		$1.02M Sell
44,214
-27,645
-38% -$948K ﹤0.01% 2175
2020
Q4 		$2.73M Sell
71,859
-22,136
-24% -$669K ﹤0.01% 1688
2020
Q3 		$2.65M Sell
93,995
-20,713
-18% -$412K ﹤0.01% 1552
2020
Q2 		$1.74M Sell
114,708
-14,487
-11% -$161K ﹤0.01% 1704
2020
Q1 		$1.03M Buy
129,195
+128,071
+11,394% +$1.19M ﹤0.01% 1686
2019
Q4 		$12K Buy
+1,124
New +$11.7K ﹤0.01% 4523

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

Bank of Montreal's PSNL Position: Q1 2023 in Review

Bank of Montreal sold out of Personalis (PSNL) in Q1 2023, closing a stake of 139,800 shares — an estimated $278K sold.

Bank of Montreal first reported a position in PSNL in Q4 2019 and held it in 9 quarters. The position peaked at $2.73M in Q4 2020. 62 funds tracked by Wall St. Rank hold PSNL as of Q1 2023.

  • Bank of Montreal reported no remaining Personalis position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 139,800 Personalis shares in Q1 2023, an estimated $278K.
  • Bank of Montreal first reported a position in Personalis in Q4 2019 and held it in 9 quarters.
  • Bank of Montreal's Personalis position peaked at $2.73M in Q4 2020.
  • 62 funds tracked by Wall St. Rank held Personalis as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.