Berman Capital Advisors’s Personalis PSNL Stock Holding History

Berman Capital 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
2021 Q2	–	Sell	-10	Closed	–	–	2006
2021 Q1	$0	Hold	10	–	–	﹤0.01%	1869
2020 Q4	$0	Buy	+10	New	+$302	﹤0.01%	1797

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

WSC

Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

Berman Capital Advisors's PSNL Position: Q2 2021 in Review

Berman Capital Advisors sold out of Personalis (PSNL) in Q2 2021, closing a stake of 10 shares.

Berman Capital Advisors first reported a position in PSNL in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 136 funds tracked by Wall St. Rank hold PSNL as of Q2 2021.

Berman Capital Advisors reported no remaining Personalis position as of Q2 2021 after selling out during the quarter.
Berman Capital Advisors sold 10 Personalis shares in Q2 2021.
Berman Capital Advisors first reported a position in Personalis in Q4 2020 and held it in 2 quarters.
Berman Capital Advisors's Personalis position peaked at $0 in Q1 2021.
136 funds tracked by Wall St. Rank held Personalis as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.