Commonwealth Equity Services
PSNL icon

Commonwealth Equity Services’s Personalis PSNL Stock Holding History

Commonwealth Equity Services’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
-6,390
Closed -$233K – 3446
2020
Q4 		$233K Buy
+6,390
New +$193K ﹤0.01% 2793

Other funds holding PSNL

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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

Commonwealth Equity Services's PSNL Position: Q1 2021 in Review

Commonwealth Equity Services sold out of Personalis (PSNL) in Q1 2021, closing a stake of 6,390 shares — an estimated $233K sold.

Commonwealth Equity Services first reported a position in PSNL in Q4 2020 and held it in 1 quarter. The position peaked at $233K in Q4 2020. 134 funds tracked by Wall St. Rank hold PSNL as of Q1 2021.

  • Commonwealth Equity Services reported no remaining Personalis position as of Q1 2021 after selling out during the quarter.
  • Commonwealth Equity Services sold 6,390 Personalis shares in Q1 2021, an estimated $233K.
  • Commonwealth Equity Services first reported a position in Personalis in Q4 2020 and held it in 1 quarter.
  • Commonwealth Equity Services's Personalis position peaked at $233K in Q4 2020.
  • 134 funds tracked by Wall St. Rank held Personalis as of Q1 2021.

Based on Commonwealth Equity Services's 13F filing for Q1 2021, filed 4 May 2021.