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Buckingham Strategic Wealth’s Parsons PSN Stock Holding History

Buckingham Strategic Wealth’s Portfolio PSN Stock Details PSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$2.28M Buy
27,894
+9,256
+50% +$726K 0.02% 223
2024
Q1 		$1.55M Buy
18,638
+5
+0% +$364 0.02% 273
2023
Q4 		$1.17M Buy
18,633
+7
+0% +$423 0.01% 302
2023
Q3 		$1.01M Sell
18,626
-2,619
-12% -$139K 0.01% 290
2023
Q2 		$1.02M Buy
+21,245
New +$969K 0.01% 298

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Buckingham Strategic Wealth's PSN Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Parsons (PSN) stake by 50% in Q2 2024, buying an estimated $726K and bringing the position to 27,894 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #223.

Buckingham Strategic Wealth first reported a position in PSN in Q2 2023 and has held it in 5 quarters since. 346 funds tracked by Wall St. Rank hold PSN as of Q2 2024.

  • Buckingham Strategic Wealth held 27,894 shares of Parsons worth $2.28M as of Q2 2024.
  • Buckingham Strategic Wealth bought 9,256 Parsons shares in Q2 2024, an estimated $726K.
  • Parsons made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #223 holding.
  • Buckingham Strategic Wealth first reported a position in Parsons in Q2 2023 and has held it in 5 quarters since.
  • 346 funds tracked by Wall St. Rank held Parsons as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.