CAPTRUST Financial Advisors
PSN icon

CAPTRUST Financial Advisors’s Parsons PSN Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$505K Sell
9,326
-5,717
-38% -$365K ﹤0.01% 2030
2025
Q4 		$930K Sell
15,043
-3,859
-20% -$302K ﹤0.01% 1550
2025
Q3 		$1.57M Buy
18,902
+1,828
+11% +$141K ﹤0.01% 1158
2025
Q2 		$1.23M Buy
17,074
+6,163
+56% +$407K ﹤0.01% 1234
2025
Q1 		$646K Sell
10,911
-119
-1% -$8.62K ﹤0.01% 1498
2024
Q4 		$1.02M Buy
11,030
+298
+3% +$30.4K ﹤0.01% 1224
2024
Q3 		$1.11M Buy
10,732
+1,573
+17% +$141K ﹤0.01% 1131
2024
Q2 		$749K Sell
9,159
-546
-6% -$42.8K ﹤0.01% 1305
2024
Q1 		$805K Sell
9,705
-2,815
-22% -$205K ﹤0.01% 1239
2023
Q4 		$785K Sell
12,520
-439
-3% -$26.5K ﹤0.01% 1423
2023
Q3 		$704K Buy
12,959
+6,607
+104% +$350K ﹤0.01% 1417
2023
Q2 		$306K Buy
+6,352
New +$290K ﹤0.01% 1955
2022
Q3 		– Sell
-3,945
Closed -$159K – 3543
2022
Q2 		$159K Buy
3,945
+602
+18% +$23.1K ﹤0.01% 1861
2022
Q1 		$129K Sell
3,343
-254
-7% -$8.66K ﹤0.01% 2077
2021
Q4 		$121K Buy
3,597
+2,976
+479% +$103K ﹤0.01% 2007
2021
Q3 		$21K Sell
621
-81
-12% -$2.96K ﹤0.01% 3136
2021
Q2 		$28K Buy
+702
New +$28.9K ﹤0.01% 2891

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VCM
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Swedbank
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VPM
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State Street
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Dimensional Fund Advisors
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return