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Integrated Wealth Concepts’s Parsons PSN Stock Holding History

Integrated Wealth Concepts’s Portfolio PSN Stock Details PSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,760
Closed -$226K – 1064
2022
Q3 		$226K Hold
5,760
– – 0.01% 825
2022
Q2 		$233K Hold
5,760
– – 0.01% 838
2022
Q1 		$223K Buy
+5,760
New +$196K 0.01% 841

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Integrated Wealth Concepts's PSN Position: Q4 2022 in Review

Integrated Wealth Concepts sold out of Parsons (PSN) in Q4 2022, closing a stake of 5,760 shares — an estimated $226K sold.

Integrated Wealth Concepts first reported a position in PSN in Q1 2022 and held it in 3 quarters. The position peaked at $233K in Q2 2022. 217 funds tracked by Wall St. Rank hold PSN as of Q4 2022.

  • Integrated Wealth Concepts reported no remaining Parsons position as of Q4 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 5,760 Parsons shares in Q4 2022, an estimated $226K.
  • Integrated Wealth Concepts first reported a position in Parsons in Q1 2022 and held it in 3 quarters.
  • Integrated Wealth Concepts's Parsons position peaked at $233K in Q2 2022.
  • 217 funds tracked by Wall St. Rank held Parsons as of Q4 2022.

Based on Integrated Wealth Concepts's 13F filing for Q4 2022, filed 13 Feb 2023.