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Evermay Wealth Management’s Parsons PSN Stock Holding History

Evermay Wealth Management’s Portfolio PSN Stock Details PSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,264
Closed -$88K – 558
2022
Q1 		$88K Sell
2,264
-3,600
-61% -$123K 0.01% 262
2021
Q4 		$197K Buy
+5,864
New +$203K 0.04% 174

Other funds holding PSN

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evermay Wealth Management's PSN Position: Q2 2022 in Review

Evermay Wealth Management sold out of Parsons (PSN) in Q2 2022, closing a stake of 2,264 shares — an estimated $88K sold.

Evermay Wealth Management first reported a position in PSN in Q4 2021 and held it in 2 quarters. The position peaked at $197K in Q4 2021. 175 funds tracked by Wall St. Rank hold PSN as of Q2 2022.

  • Evermay Wealth Management reported no remaining Parsons position as of Q2 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 2,264 Parsons shares in Q2 2022, an estimated $88K.
  • Evermay Wealth Management first reported a position in Parsons in Q4 2021 and held it in 2 quarters.
  • Evermay Wealth Management's Parsons position peaked at $197K in Q4 2021.
  • 175 funds tracked by Wall St. Rank held Parsons as of Q2 2022.

Based on Evermay Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.