FORA Capital’s Personalis PSNL Stock Holding History

FORA Capital’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 Q1	–	Sell	-1,652	Closed	-$60K	–	1030
2020 Q4	$60K	Buy	+1,652	New	+$49.9K	0.01%	752
2020 Q3	–	Sell	-1,344	Closed	-$17K	–	914
2020 Q2	$17K	Buy	+1,344	New	+$14.9K	0.01%	834

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

WSC

Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

FORA Capital's PSNL Position: Q1 2021 in Review

FORA Capital sold out of Personalis (PSNL) in Q1 2021, closing a stake of 1,652 shares — an estimated $60K sold.

FORA Capital first reported a position in PSNL in Q2 2020 and held it in 2 quarters. The position peaked at $60K in Q4 2020. 134 funds tracked by Wall St. Rank hold PSNL as of Q1 2021.

FORA Capital reported no remaining Personalis position as of Q1 2021 after selling out during the quarter.
FORA Capital sold 1,652 Personalis shares in Q1 2021, an estimated $60K.
FORA Capital first reported a position in Personalis in Q2 2020 and held it in 2 quarters.
FORA Capital's Personalis position peaked at $60K in Q4 2020.
134 funds tracked by Wall St. Rank held Personalis as of Q1 2021.

Based on FORA Capital's 13F filing for Q1 2021, filed 17 May 2021.