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Focused Wealth Management’s Parsons PSN Stock Holding History

Focused 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
Q1 		– Sell
-225
Closed -$14.1K – 765
2023
Q4 		$14.1K Hold
225
– – ﹤0.01% 492
2023
Q3 		$12.2K Hold
225
– – ﹤0.01% 491
2023
Q2 		$10.8K Hold
225
– – ﹤0.01% 531
2023
Q1 		$10.1K Hold
225
– – ﹤0.01% 544
2022
Q4 		$10.4K Hold
225
– – ﹤0.01% 525
2022
Q3 		$9K Hold
225
– – ﹤0.01% 509
2022
Q2 		$9K Hold
225
– – ﹤0.01% 516
2022
Q1 		$9K Buy
+225
New +$7.67K ﹤0.01% 566

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
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
Invesco
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Focused Wealth Management's PSN Position: Q1 2024 in Review

Focused Wealth Management sold out of Parsons (PSN) in Q1 2024, closing a stake of 225 shares — an estimated $14.1K sold.

Focused Wealth Management first reported a position in PSN in Q1 2022 and held it in 8 quarters. The position peaked at $14.1K in Q4 2023. 336 funds tracked by Wall St. Rank hold PSN as of Q1 2024.

  • Focused Wealth Management reported no remaining Parsons position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 225 Parsons shares in Q1 2024, an estimated $14.1K.
  • Focused Wealth Management first reported a position in Parsons in Q1 2022 and held it in 8 quarters.
  • Focused Wealth Management's Parsons position peaked at $14.1K in Q4 2023.
  • 336 funds tracked by Wall St. Rank held Parsons as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.