IndexIQ Advisors’s Personalis PSNL Stock Holding History

IndexIQ 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
2022 Q1	–	Sell	-17,160	Closed	-$245K	–	1461
2021 Q4	$245K	Sell	17,160 -1,109	-6%	-$18.5K	0.01%	1001
2021 Q3	$351K	Buy	18,269 +1,830	+11%	+$38.3K	0.01%	917
2021 Q2	$416K	Sell	16,439 -1,157	-7%	-$26.5K	0.01%	646
2021 Q1	$433K	Buy	+17,596	New	+$603K	0.02%	419

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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

IndexIQ Advisors's PSNL Position: Q1 2022 in Review

IndexIQ Advisors sold out of Personalis (PSNL) in Q1 2022, closing a stake of 17,160 shares — an estimated $245K sold.

IndexIQ Advisors first reported a position in PSNL in Q1 2021 and held it in 4 quarters. The position peaked at $433K in Q1 2021. 125 funds tracked by Wall St. Rank hold PSNL as of Q1 2022.

IndexIQ Advisors reported no remaining Personalis position as of Q1 2022 after selling out during the quarter.
IndexIQ Advisors sold 17,160 Personalis shares in Q1 2022, an estimated $245K.
IndexIQ Advisors first reported a position in Personalis in Q1 2021 and held it in 4 quarters.
IndexIQ Advisors's Personalis position peaked at $433K in Q1 2021.
125 funds tracked by Wall St. Rank held Personalis as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.