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Carroll Financial Associates’s Personalis PSNL Stock Holding History

Carroll Financial Associates’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
-200
Closed -$5K – 1906
2021
Q2 		$5K Hold
200
– – ﹤0.01% 1443
2021
Q1 		$4K Hold
200
– – ﹤0.01% 1417
2020
Q4 		$7K Sell
200
-100
-33% -$3.02K ﹤0.01% 1202
2020
Q3 		$6K Hold
300
– – ﹤0.01% 1163
2020
Q2 		$3K Hold
300
– – ﹤0.01% 1307
2020
Q1 		$2K Buy
+300
New +$2.79K ﹤0.01% 1314

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $175B AUM 40.63% 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

Carroll Financial Associates's PSNL Position: Q3 2021 in Review

Carroll Financial Associates sold out of Personalis (PSNL) in Q3 2021, closing a stake of 200 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in PSNL in Q1 2020 and held it in 6 quarters. The position peaked at $7K in Q4 2020. 120 funds tracked by Wall St. Rank hold PSNL as of Q3 2021.

  • Carroll Financial Associates reported no remaining Personalis position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 200 Personalis shares in Q3 2021, an estimated $5K.
  • Carroll Financial Associates first reported a position in Personalis in Q1 2020 and held it in 6 quarters.
  • Carroll Financial Associates's Personalis position peaked at $7K in Q4 2020.
  • 120 funds tracked by Wall St. Rank held Personalis as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.