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Cresset Asset Management’s Personalis PSNL Stock Holding History

Cresset Asset Management’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
-8,100
Closed -$205K – 1134
2021
Q2 		$205K Buy
+8,100
New +$185K ﹤0.01% 945

Other funds holding PSNL

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
JP Morgan Chase
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
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 $154B AUM 29.96% 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

Cresset Asset Management's PSNL Position: Q3 2021 in Review

Cresset Asset Management sold out of Personalis (PSNL) in Q3 2021, closing a stake of 8,100 shares — an estimated $205K sold.

Cresset Asset Management first reported a position in PSNL in Q2 2021 and held it in 1 quarter. The position peaked at $205K in Q2 2021. 120 funds tracked by Wall St. Rank hold PSNL as of Q3 2021.

  • Cresset Asset Management reported no remaining Personalis position as of Q3 2021 after selling out during the quarter.
  • Cresset Asset Management sold 8,100 Personalis shares in Q3 2021, an estimated $205K.
  • Cresset Asset Management first reported a position in Personalis in Q2 2021 and held it in 1 quarter.
  • Cresset Asset Management's Personalis position peaked at $205K in Q2 2021.
  • 120 funds tracked by Wall St. Rank held Personalis as of Q3 2021.

Based on Cresset Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.