GIA
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Gladstone Institutional Advisory’s Personalis PSNL Stock Holding History

Gladstone Institutional Advisory’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
-11,500
Closed -$221K – 623
2021
Q3 		$221K Hold
11,500
– – 0.02% 496
2021
Q2 		$291K Sell
11,500
-500
-4% -$11.4K 0.03% 407
2021
Q1 		$295K Sell
12,000
-1,550
-11% -$53.1K 0.05% 321
2020
Q4 		$496K Buy
+13,550
New +$410K 0.1% 163

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

Gladstone Institutional Advisory's PSNL Position: Q4 2021 in Review

Gladstone Institutional Advisory sold out of Personalis (PSNL) in Q4 2021, closing a stake of 11,500 shares — an estimated $221K sold.

Gladstone Institutional Advisory first reported a position in PSNL in Q4 2020 and held it in 4 quarters. The position peaked at $496K in Q4 2020. 108 funds tracked by Wall St. Rank hold PSNL as of Q4 2021.

  • Gladstone Institutional Advisory reported no remaining Personalis position as of Q4 2021 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 11,500 Personalis shares in Q4 2021, an estimated $221K.
  • Gladstone Institutional Advisory first reported a position in Personalis in Q4 2020 and held it in 4 quarters.
  • Gladstone Institutional Advisory's Personalis position peaked at $496K in Q4 2020.
  • 108 funds tracked by Wall St. Rank held Personalis as of Q4 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2021, filed 11 Feb 2022.