EWM
PSNL icon

Edge Wealth Management’s Personalis PSNL Stock Holding History

Edge Wealth 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
2020
Q3 		– Sell
-500
Closed -$6K – 587
2020
Q2 		$6K Hold
500
– – ﹤0.01% 531
2020
Q1 		$4K Hold
500
– – ﹤0.01% 502
2019
Q4 		$5K Buy
+500
New +$5.2K ﹤0.01% 489

Other funds holding PSNL

A
Abingworth London, United Kingdom $307M AUM 93.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

Edge Wealth Management's PSNL Position: Q3 2020 in Review

Edge Wealth Management sold out of Personalis (PSNL) in Q3 2020, closing a stake of 500 shares — an estimated $6K sold.

Edge Wealth Management first reported a position in PSNL in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q2 2020. 92 funds tracked by Wall St. Rank hold PSNL as of Q3 2020.

  • Edge Wealth Management reported no remaining Personalis position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 500 Personalis shares in Q3 2020, an estimated $6K.
  • Edge Wealth Management first reported a position in Personalis in Q4 2019 and held it in 3 quarters.
  • Edge Wealth Management's Personalis position peaked at $6K in Q2 2020.
  • 92 funds tracked by Wall St. Rank held Personalis as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.