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Brinker Capital Investments’s Personalis PSNL Stock Holding History

Brinker Capital Investments’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
-10,443
Closed -$20.7K – 1636
2022
Q4 		$20.7K Buy
+10,443
New +$26.3K ﹤0.01% 1342

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

Brinker Capital Investments's PSNL Position: Q1 2023 in Review

Brinker Capital Investments sold out of Personalis (PSNL) in Q1 2023, closing a stake of 10,443 shares — an estimated $20.7K sold.

Brinker Capital Investments first reported a position in PSNL in Q4 2022 and held it in 1 quarter. The position peaked at $20.7K in Q4 2022. 62 funds tracked by Wall St. Rank hold PSNL as of Q1 2023.

  • Brinker Capital Investments reported no remaining Personalis position as of Q1 2023 after selling out during the quarter.
  • Brinker Capital Investments sold 10,443 Personalis shares in Q1 2023, an estimated $20.7K.
  • Brinker Capital Investments first reported a position in Personalis in Q4 2022 and held it in 1 quarter.
  • Brinker Capital Investments's Personalis position peaked at $20.7K in Q4 2022.
  • 62 funds tracked by Wall St. Rank held Personalis as of Q1 2023.

Based on Brinker Capital Investments's 13F filing for Q1 2023, filed 31 Jul 2025.