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BSW Wealth Partners’s Personalis PSNL Stock Holding History

BSW Wealth Partners’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
-10,078
Closed -$18.9K – 276
2023
Q2 		$18.9K Buy
10,078
+69
+0.7% +$156 ﹤0.01% 280
2023
Q1 		$27.6K Buy
+10,009
New +$28.2K 0.01% 317

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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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BSW Wealth Partners's PSNL Position: Q3 2023 in Review

BSW Wealth Partners sold out of Personalis (PSNL) in Q3 2023, closing a stake of 10,078 shares — an estimated $18.9K sold.

BSW Wealth Partners first reported a position in PSNL in Q1 2023 and held it in 2 quarters. The position peaked at $27.6K in Q1 2023. 62 funds tracked by Wall St. Rank hold PSNL as of Q3 2023.

  • BSW Wealth Partners reported no remaining Personalis position as of Q3 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 10,078 Personalis shares in Q3 2023, an estimated $18.9K.
  • BSW Wealth Partners first reported a position in Personalis in Q1 2023 and held it in 2 quarters.
  • BSW Wealth Partners's Personalis position peaked at $27.6K in Q1 2023.
  • 62 funds tracked by Wall St. Rank held Personalis as of Q3 2023.

Based on BSW Wealth Partners's 13F filing for Q3 2023, filed 27 Oct 2023.