Envestnet Asset Management
PSNL icon

Envestnet Asset Management’s Personalis PSNL Stock Holding History

Envestnet 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
2023
Q3 		– Sell
-13,072
Closed -$24.6K – 4133
2023
Q2 		$24.6K Buy
+13,072
New +$29.5K ﹤0.01% 3916

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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
WSC
Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Envestnet Asset Management's PSNL Position: Q3 2023 in Review

Envestnet Asset Management sold out of Personalis (PSNL) in Q3 2023, closing a stake of 13,072 shares — an estimated $24.6K sold.

Envestnet Asset Management first reported a position in PSNL in Q2 2023 and held it in 1 quarter. The position peaked at $24.6K in Q2 2023. 62 funds tracked by Wall St. Rank hold PSNL as of Q3 2023.

  • Envestnet Asset Management reported no remaining Personalis position as of Q3 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 13,072 Personalis shares in Q3 2023, an estimated $24.6K.
  • Envestnet Asset Management first reported a position in Personalis in Q2 2023 and held it in 1 quarter.
  • Envestnet Asset Management's Personalis position peaked at $24.6K in Q2 2023.
  • 62 funds tracked by Wall St. Rank held Personalis as of Q3 2023.

Based on Envestnet Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.