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Bragg Financial Advisors’s Personalis PSNL Stock Holding History

Bragg Financial 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
2023
Q4 		– Sell
-12,644
Closed -$15.3K – 317
2023
Q3 		$15.3K Hold
12,644
– – ﹤0.01% 312
2023
Q2 		$23.8K Buy
+12,644
New +$28.6K ﹤0.01% 323

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Bragg Financial Advisors's PSNL Position: Q4 2023 in Review

Bragg Financial Advisors sold out of Personalis (PSNL) in Q4 2023, closing a stake of 12,644 shares — an estimated $15.3K sold.

Bragg Financial Advisors first reported a position in PSNL in Q2 2023 and held it in 2 quarters. The position peaked at $23.8K in Q2 2023. 69 funds tracked by Wall St. Rank hold PSNL as of Q4 2023.

  • Bragg Financial Advisors reported no remaining Personalis position as of Q4 2023 after selling out during the quarter.
  • Bragg Financial Advisors sold 12,644 Personalis shares in Q4 2023, an estimated $15.3K.
  • Bragg Financial Advisors first reported a position in Personalis in Q2 2023 and held it in 2 quarters.
  • Bragg Financial Advisors's Personalis position peaked at $23.8K in Q2 2023.
  • 69 funds tracked by Wall St. Rank held Personalis as of Q4 2023.

Based on Bragg Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.