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Capital Impact Advisors’s Personalis PSNL Stock Holding History

Capital Impact 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
2021
Q1 		– Sell
-215,380
Closed -$7.88M – 128
2020
Q4 		$7.88M Buy
215,380
+135,000
+168% +$4.08M 1.94% 9
2020
Q3 		$1.74M Buy
+80,380
New +$1.6M 0.52% 87

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
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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Capital Impact Advisors's PSNL Position: Q1 2021 in Review

Capital Impact Advisors sold out of Personalis (PSNL) in Q1 2021, closing a stake of 215,380 shares — an estimated $7.88M sold.

Capital Impact Advisors first reported a position in PSNL in Q3 2020 and held it in 2 quarters. The position peaked at $7.88M in Q4 2020. 134 funds tracked by Wall St. Rank hold PSNL as of Q1 2021.

  • Capital Impact Advisors reported no remaining Personalis position as of Q1 2021 after selling out during the quarter.
  • Capital Impact Advisors sold 215,380 Personalis shares in Q1 2021, an estimated $7.88M.
  • Capital Impact Advisors first reported a position in Personalis in Q3 2020 and held it in 2 quarters.
  • Capital Impact Advisors's Personalis position peaked at $7.88M in Q4 2020.
  • 134 funds tracked by Wall St. Rank held Personalis as of Q1 2021.

Based on Capital Impact Advisors's 13F filing for Q1 2021, filed 18 May 2021.