Credit Suisse’s Personalis PSNL Stock Holding History

Credit Suisse’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
2022 Q3	–	Sell	-19	Closed	–	–	4229
2022 Q2	$0	Sell	19 -23,984	-100%	-$122K	﹤0.01%	4227
2022 Q1	$197K	Sell	24,003 -1,452	-6%	-$15K	﹤0.01%	3376
2021 Q4	$363K	Buy	25,455 +343	+1%	+$5.72K	﹤0.01%	4033
2021 Q3	$485K	Buy	25,112 +7,378	+42%	+$154K	﹤0.01%	3815
2021 Q2	$449K	Buy	17,734 +1,086	+7%	+$24.9K	﹤0.01%	3906
2021 Q1	$410K	Sell	16,648 -5,271	-24%	-$181K	﹤0.01%	3881
2020 Q4	$802K	Buy	+21,919	New	+$663K	﹤0.01%	3490

Other funds holding PSNL

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Credit Suisse's PSNL Position: Q3 2022 in Review

Credit Suisse sold out of Personalis (PSNL) in Q3 2022, closing a stake of 19 shares.

Credit Suisse first reported a position in PSNL in Q4 2020 and held it in 7 quarters. The position peaked at $802K in Q4 2020. 81 funds tracked by Wall St. Rank hold PSNL as of Q3 2022.

Credit Suisse reported no remaining Personalis position as of Q3 2022 after selling out during the quarter.
Credit Suisse sold 19 Personalis shares in Q3 2022.
Credit Suisse first reported a position in Personalis in Q4 2020 and held it in 7 quarters.
Credit Suisse's Personalis position peaked at $802K in Q4 2020.
81 funds tracked by Wall St. Rank held Personalis as of Q3 2022.

Based on Credit Suisse's 13F filing for Q3 2022, filed 10 Nov 2022.