Capital Fund Management (CFM)
PSNL icon

Capital Fund Management (CFM)’s Personalis PSNL Stock Holding History

Capital Fund Management (CFM)’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
2021
Q3 		– Sell
-25,178
Closed -$637K – 1733
2021
Q2 		$637K Buy
25,178
+10,725
+74% +$245K 0.01% 1257
2021
Q1 		$356K Buy
+14,453
New +$496K ﹤0.01% 1188

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
WSC
Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

Capital Fund Management (CFM)'s PSNL Position: Q3 2021 in Review

Capital Fund Management (CFM) sold out of Personalis (PSNL) in Q3 2021, closing a stake of 25,178 shares — an estimated $637K sold.

Capital Fund Management (CFM) first reported a position in PSNL in Q1 2021 and held it in 2 quarters. The position peaked at $637K in Q2 2021. 120 funds tracked by Wall St. Rank hold PSNL as of Q3 2021.

  • Capital Fund Management (CFM) reported no remaining Personalis position as of Q3 2021 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 25,178 Personalis shares in Q3 2021, an estimated $637K.
  • Capital Fund Management (CFM) first reported a position in Personalis in Q1 2021 and held it in 2 quarters.
  • Capital Fund Management (CFM)'s Personalis position peaked at $637K in Q2 2021.
  • 120 funds tracked by Wall St. Rank held Personalis as of Q3 2021.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2021, filed 12 Nov 2021.