HoyleCohen’s Personalis PSNL Stock Holding History

HoyleCohen’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
2024 Q2	$18K	Hold	15,373	–	–	﹤0.01%	273
2024 Q1	$22.9K	Hold	15,373	–	–	﹤0.01%	279
2023 Q4	$32.3K	Hold	15,373	–	–	﹤0.01%	267
2023 Q3	$18.6K	Hold	15,373	–	–	﹤0.01%	258
2023 Q2	$28.9K	Hold	15,373	–	–	﹤0.01%	258
2023 Q1	$42.4K	Hold	15,373	–	–	﹤0.01%	256
2022 Q4	$30.4K	Hold	15,373	–	–	﹤0.01%	262
2022 Q3	$46K	Hold	15,373	–	–	0.01%	254
2022 Q2	$53K	Hold	15,373	–	–	0.01%	256
2022 Q1	$126K	Hold	15,373	–	–	0.01%	269
2021 Q4	$219K	Hold	15,373	–	–	0.02%	265
2021 Q3	$296K	Hold	15,373	–	–	0.03%	221
2021 Q2	$389	Hold	15,373	–	–	0.03%	201
2021 Q1	$378K	Hold	15,373	–	–	0.04%	200
2020 Q4	$563K	Buy	15,373 +3,091	+25%	+$93.4K	0.07%	150
2020 Q3	$266K	Sell	12,282 -4,700	-28%	-$93.4K	0.04%	184
2020 Q2	$220K	Hold	16,982	–	–	0.04%	174
2020 Q1	$137K	Buy	+16,982	New	+$158K	0.03%	170

Other funds holding PSNL

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

WSCM

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

HoyleCohen's PSNL Position: Q2 2024 in Review

HoyleCohen held its Personalis (PSNL) position steady in Q2 2024 at 15,373 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

HoyleCohen first reported a position in PSNL in Q1 2020 and has held it in 18 quarters since. The position peaked at $563K in Q4 2020. 69 funds tracked by Wall St. Rank hold PSNL as of Q2 2024.

HoyleCohen held 15,373 shares of Personalis worth $18K as of Q2 2024.
HoyleCohen left its Personalis share count unchanged in Q2 2024.
Personalis made up ﹤0.01% of HoyleCohen's portfolio in Q2 2024, its #273 holding.
HoyleCohen first reported a position in Personalis in Q1 2020 and has held it in 18 quarters since.
HoyleCohen's Personalis position peaked at $563K in Q4 2020.
69 funds tracked by Wall St. Rank held Personalis as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.