Financial Engines Advisors
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Financial Engines Advisors’s Parsons PSN Stock Holding History

Financial Engines Advisors’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
Q3 		– Sell
-4,088
Closed -$334K – 393
2024
Q2 		$334K Buy
+4,088
New +$321K ﹤0.01% 293
2022
Q2 		– Sell
-9,850
Closed -$381K – 325
2022
Q1 		$381K Buy
+9,850
New +$336K ﹤0.01% 225
2021
Q1 		– Sell
-22,183
Closed -$808K – 274
2020
Q4 		$808K Hold
22,183
– – ﹤0.01% 127
2020
Q3 		$744K Hold
22,183
– – ﹤0.01% 127
2020
Q2 		$804K Buy
+22,183
New +$834K ﹤0.01% 112

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Financial Engines Advisors's PSN Position: Q3 2024 in Review

Financial Engines Advisors sold out of Parsons (PSN) in Q3 2024, closing a stake of 4,088 shares — an estimated $334K sold.

Financial Engines Advisors first reported a position in PSN in Q2 2020 and held it in 5 quarters. The position peaked at $808K in Q4 2020. 384 funds tracked by Wall St. Rank hold PSN as of Q3 2024.

  • Financial Engines Advisors reported no remaining Parsons position as of Q3 2024 after selling out during the quarter.
  • Financial Engines Advisors sold 4,088 Parsons shares in Q3 2024, an estimated $334K.
  • Financial Engines Advisors first reported a position in Parsons in Q2 2020 and held it in 5 quarters.
  • Financial Engines Advisors's Parsons position peaked at $808K in Q4 2020.
  • 384 funds tracked by Wall St. Rank held Parsons as of Q3 2024.

Based on Financial Engines Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.