Macquarie Group’s Personalis PSNL Stock Holding History

Macquarie Group’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 Q2	–	Sell	-1,395	Closed	-$11	–	2615
2022 Q1	$11	Hold	1,395	–	–	﹤0.01%	2510
2021 Q4	$20K	Hold	1,395	–	–	﹤0.01%	2398
2021 Q3	$27K	Buy	1,395 +785	+129%	+$16.4K	﹤0.01%	2387
2021 Q2	$15K	Hold	610	–	–	﹤0.01%	2417
2021 Q1	$15K	Sell	610 -289	-32%	-$9.91K	﹤0.01%	2337
2020 Q4	$33K	Buy	+899	New	+$27.2K	﹤0.01%	2129

Other funds holding PSNL

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Macquarie Group's PSNL Position: Q2 2022 in Review

Macquarie Group sold out of Personalis (PSNL) in Q2 2022, closing a stake of 1,395 shares — an estimated $11 sold.

Macquarie Group first reported a position in PSNL in Q4 2020 and held it in 6 quarters. The position peaked at $33K in Q4 2020. 99 funds tracked by Wall St. Rank hold PSNL as of Q2 2022.

Macquarie Group reported no remaining Personalis position as of Q2 2022 after selling out during the quarter.
Macquarie Group sold 1,395 Personalis shares in Q2 2022, an estimated $11.
Macquarie Group first reported a position in Personalis in Q4 2020 and held it in 6 quarters.
Macquarie Group's Personalis position peaked at $33K in Q4 2020.
99 funds tracked by Wall St. Rank held Personalis as of Q2 2022.

Based on Macquarie Group's 13F filing for Q2 2022, filed 15 Aug 2022.