IA
PSNL icon

IFP Advisors’s Personalis PSNL Stock Holding History

IFP Advisors’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
2023
Q2 		– Sell
-124
Closed -$3.53K – 3546
2023
Q1 		$3.53K Hold
124
– – ﹤0.01% 2701
2022
Q4 		$4K Buy
+124
New +$312 ﹤0.01% 3925
2021
Q3 		– Sell
-100
Closed -$3K – 3438
2021
Q2 		$3K Hold
100
– – ﹤0.01% 2649
2021
Q1 		$2K Hold
100
– – ﹤0.01% 2701
2020
Q4 		$4K Sell
100
-175
-64% -$5.29K ﹤0.01% 2420
2020
Q3 		$6K Buy
+275
New +$5.46K ﹤0.01% 2114

Other funds holding PSNL

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

IFP Advisors's PSNL Position: Q2 2023 in Review

IFP Advisors sold out of Personalis (PSNL) in Q2 2023, closing a stake of 124 shares — an estimated $3.53K sold.

IFP Advisors first reported a position in PSNL in Q3 2020 and held it in 6 quarters. The position peaked at $6K in Q3 2020. 66 funds tracked by Wall St. Rank hold PSNL as of Q2 2023.

  • IFP Advisors reported no remaining Personalis position as of Q2 2023 after selling out during the quarter.
  • IFP Advisors sold 124 Personalis shares in Q2 2023, an estimated $3.53K.
  • IFP Advisors first reported a position in Personalis in Q3 2020 and held it in 6 quarters.
  • IFP Advisors's Personalis position peaked at $6K in Q3 2020.
  • 66 funds tracked by Wall St. Rank held Personalis as of Q2 2023.

Based on IFP Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.