FinTrust Capital Advisors’s Parsons PSN Stock Holding History

FinTrust Capital 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
2023 Q4	–	Sell	-42	Closed	-$2.28K	–	1324
2023 Q3	$2.28K	Sell	42 -14	-25%	-$741	﹤0.01%	1002
2023 Q2	$2.59K	Hold	56	–	–	﹤0.01%	977
2023 Q1	$2.59K	Hold	56	–	–	﹤0.01%	969
2022 Q4	$2.59K	Sell	56 -223	-80%	-$10.3K	﹤0.01%	967
2022 Q3	$12K	Hold	279	–	–	﹤0.01%	829
2022 Q2	$12K	Sell	279 -23	-8%	-$881	﹤0.01%	846
2022 Q1	$12K	Buy	302 +230	+319%	+$7.84K	﹤0.01%	897
2021 Q4	$2K	Sell	72 -273	-79%	-$9.47K	﹤0.01%	1114
2021 Q3	$12K	Hold	345	–	–	﹤0.01%	876
2021 Q2	$14K	Sell	345 -17	-5%	-$699	﹤0.01%	844
2021 Q1	$15K	Buy	362 +12	+3%	+$454	﹤0.01%	792
2020 Q4	$13K	Hold	350	–	–	﹤0.01%	778
2020 Q3	$12	Buy	+350	New	+$12.1K	﹤0.01%	757

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T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return