First Trust Advisors
PSNL icon

First Trust Advisors’s Personalis PSNL Stock Holding History

First Trust Advisors’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
2021
Q4 		– Sell
-20,315
Closed -$391K – 2581
2021
Q3 		$391K Sell
20,315
-2,779
-12% -$58.1K ﹤0.01% 2335
2021
Q2 		$584K Buy
+23,094
New +$528K ﹤0.01% 2233

Other funds holding PSNL

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

First Trust Advisors's PSNL Position: Q4 2021 in Review

First Trust Advisors sold out of Personalis (PSNL) in Q4 2021, closing a stake of 20,315 shares — an estimated $391K sold.

First Trust Advisors first reported a position in PSNL in Q2 2021 and held it in 2 quarters. The position peaked at $584K in Q2 2021. 108 funds tracked by Wall St. Rank hold PSNL as of Q4 2021.

  • First Trust Advisors reported no remaining Personalis position as of Q4 2021 after selling out during the quarter.
  • First Trust Advisors sold 20,315 Personalis shares in Q4 2021, an estimated $391K.
  • First Trust Advisors first reported a position in Personalis in Q2 2021 and held it in 2 quarters.
  • First Trust Advisors's Personalis position peaked at $584K in Q2 2021.
  • 108 funds tracked by Wall St. Rank held Personalis as of Q4 2021.

Based on First Trust Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.