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Howe & Rusling’s Personalis PSNL Stock Holding History

Howe & Rusling’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
2020
Q1 		– Sell
-60
Closed -$1K – 856
2019
Q4 		$1K Hold
60
– – ﹤0.01% 774
2019
Q3 		$1K Hold
60
– – ﹤0.01% 785
2019
Q2 		$2K Buy
+60
New +$1.7K ﹤0.01% 677

Other funds holding PSNL

A
Abingworth London, United Kingdom $307M AUM 93.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Howe & Rusling's PSNL Position: Q1 2020 in Review

Howe & Rusling sold out of Personalis (PSNL) in Q1 2020, closing a stake of 60 shares — an estimated $1K sold.

Howe & Rusling first reported a position in PSNL in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 67 funds tracked by Wall St. Rank hold PSNL as of Q1 2020.

  • Howe & Rusling reported no remaining Personalis position as of Q1 2020 after selling out during the quarter.
  • Howe & Rusling sold 60 Personalis shares in Q1 2020, an estimated $1K.
  • Howe & Rusling first reported a position in Personalis in Q2 2019 and held it in 3 quarters.
  • Howe & Rusling's Personalis position peaked at $2K in Q2 2019.
  • 67 funds tracked by Wall St. Rank held Personalis as of Q1 2020.

Based on Howe & Rusling's 13F filing for Q1 2020, filed 14 May 2020.