Bogart Wealth LLC’s Personalis PSNL Stock Holding History

Bogart Wealth LLC’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 Q3	–	Sell	-31	Closed	-$58	–	1096
2023 Q2	$58	Hold	31	–	–	﹤0.01%	1036
2023 Q1	$86	Buy	+31	New	+$87	﹤0.01%	1092

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

NAMA

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

WSCM

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

WSC

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bogart Wealth LLC's PSNL Position: Q3 2023 in Review

Bogart Wealth LLC sold out of Personalis (PSNL) in Q3 2023, closing a stake of 31 shares — an estimated $58 sold.

Bogart Wealth LLC first reported a position in PSNL in Q1 2023 and held it in 2 quarters. The position peaked at $86 in Q1 2023. 62 funds tracked by Wall St. Rank hold PSNL as of Q3 2023.

Bogart Wealth LLC reported no remaining Personalis position as of Q3 2023 after selling out during the quarter.
Bogart Wealth LLC sold 31 Personalis shares in Q3 2023, an estimated $58.
Bogart Wealth LLC first reported a position in Personalis in Q1 2023 and held it in 2 quarters.
Bogart Wealth LLC's Personalis position peaked at $86 in Q1 2023.
62 funds tracked by Wall St. Rank held Personalis as of Q3 2023.

Based on Bogart Wealth LLC's 13F filing for Q3 2023, filed 30 Oct 2023.