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Executive Wealth Management’s Parsons PSN Stock Holding History

Executive 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
2024
Q4 		$406K Hold
4,397
– – 0.03% 184
2024
Q3 		$456K Hold
4,397
– – 0.04% 180
2024
Q2 		$360K Hold
4,397
– – 0.07% 93
2024
Q1 		$366K Buy
+4,397
New +$321K 0.03% 177

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Executive Wealth Management's PSN Position: Q4 2024 in Review

Executive Wealth Management held its Parsons (PSN) position steady in Q4 2024 at 4,397 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #184.

Executive Wealth Management first reported a position in PSN in Q1 2024 and has held it in 4 quarters since. The position peaked at $456K in Q3 2024. 429 funds tracked by Wall St. Rank hold PSN as of Q4 2024.

  • Executive Wealth Management held 4,397 shares of Parsons worth $406K as of Q4 2024.
  • Executive Wealth Management left its Parsons share count unchanged in Q4 2024.
  • Parsons made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #184 holding.
  • Executive Wealth Management first reported a position in Parsons in Q1 2024 and has held it in 4 quarters since.
  • Executive Wealth Management's Parsons position peaked at $456K in Q3 2024.
  • 429 funds tracked by Wall St. Rank held Parsons as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.