Mount Yale Investment Advisors’s Parsons PSN Stock Holding History

Mount Yale Investment Advisors’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
2025 Q3	–	Sell	-2,500	Closed	-$179K	–	1373
2025 Q2	$179K	Buy	+2,500	New	+$165K	0.01%	553
2025 Q1	–	Sell	-2,500	Closed	-$231K	–	574
2024 Q4	$231K	Buy	+2,500	New	+$255K	0.02%	506
2024 Q3	–	Sell	-3,650	Closed	-$299K	–	592
2024 Q2	$299K	Buy	+3,650	New	+$286K	0.02%	435

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return