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Ladenburg Thalmann Financial Services’s Personalis PSNL Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$17K Buy
1,542
+1,500
+3,571% +$15.6K ﹤0.01% 4225
2019
Q3 		$1K Buy
+42
New +$794 ﹤0.01% 5146

Other funds holding PSNL

A
Abingworth London, United Kingdom $307M AUM 93.47% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 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
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 $175B AUM 40.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
WSC
Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PSNL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Personalis (PSNL) stake by 3,571% in Q4 2019, buying an estimated $15.6K and bringing the position to 1,542 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #4225.

Ladenburg Thalmann Financial Services first reported a position in PSNL in Q3 2019 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold PSNL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,542 shares of Personalis worth $17K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,500 Personalis shares in Q4 2019, an estimated $15.6K.
  • Personalis made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4225 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Personalis in Q3 2019 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Personalis as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.