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Capital Performance Advisors’s Parsons PSN Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-438
Closed -$45.4K – 2048
2024
Q3 		$45.4K Buy
+438
New +$39.3K 0.01% 370

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Performance Advisors's PSN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Parsons (PSN) in Q4 2024, closing a stake of 438 shares — an estimated $45.4K sold.

Capital Performance Advisors first reported a position in PSN in Q3 2024 and held it in 1 quarter. The position peaked at $45.4K in Q3 2024. 429 funds tracked by Wall St. Rank hold PSN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Parsons position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 438 Parsons shares in Q4 2024, an estimated $45.4K.
  • Capital Performance Advisors first reported a position in Parsons in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Parsons position peaked at $45.4K in Q3 2024.
  • 429 funds tracked by Wall St. Rank held Parsons as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.