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Kingsview Wealth Management’s Personalis PSNL Stock Holding History

Kingsview Wealth Management’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
2021
Q1 		– Sell
-5,880
Closed -$215K – 918
2020
Q4 		$215K Buy
+5,880
New +$178K 0.02% 631

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Kingsview Wealth Management's PSNL Position: Q1 2021 in Review

Kingsview Wealth Management sold out of Personalis (PSNL) in Q1 2021, closing a stake of 5,880 shares — an estimated $215K sold.

Kingsview Wealth Management first reported a position in PSNL in Q4 2020 and held it in 1 quarter. The position peaked at $215K in Q4 2020. 134 funds tracked by Wall St. Rank hold PSNL as of Q1 2021.

  • Kingsview Wealth Management reported no remaining Personalis position as of Q1 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 5,880 Personalis shares in Q1 2021, an estimated $215K.
  • Kingsview Wealth Management first reported a position in Personalis in Q4 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's Personalis position peaked at $215K in Q4 2020.
  • 134 funds tracked by Wall St. Rank held Personalis as of Q1 2021.

Based on Kingsview Wealth Management's 13F filing for Q1 2021, filed 24 May 2021.