Financial Gravity Asset Management’s Personalis PSNL Stock Holding History

Financial Gravity 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	-2	Closed	-$8	–	1642
2023 Q2	$8	Buy	+2	New	+$5	﹤0.01%	1556
2023 Q1	–	Sell	-2	Closed	-$8	–	1529
2022 Q4	$8	Buy	+2	New	+$5	﹤0.01%	1377

Other funds holding PSNL

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 New York $63.9B AUM 45.56% 1-Year Est. Return

Financial Gravity Asset Management's PSNL Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Personalis (PSNL) in Q3 2023, closing a stake of 2 shares — an estimated $8 sold.

Financial Gravity Asset Management first reported a position in PSNL in Q4 2022 and held it in 2 quarters. The position peaked at $8 in Q2 2023. 62 funds tracked by Wall St. Rank hold PSNL as of Q3 2023.

Financial Gravity Asset Management reported no remaining Personalis position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 2 Personalis shares in Q3 2023, an estimated $8.
Financial Gravity Asset Management first reported a position in Personalis in Q4 2022 and held it in 2 quarters.
Financial Gravity Asset Management's Personalis position peaked at $8 in Q2 2023.
62 funds tracked by Wall St. Rank held Personalis as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.