Next Financial Group’s Personalis PSNL Stock Holding History

Next Financial 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
2021 Q4	–	Sell	-380	Closed	-$7K	–	2949
2021 Q3	$7K	Hold	380	–	–	﹤0.01%	2158
2021 Q2	$10K	Hold	380	–	–	﹤0.01%	1996
2021 Q1	$9K	Sell	380 -300	-44%	-$10.3K	﹤0.01%	1919
2020 Q4	$25K	Buy	+680	New	+$20.6K	﹤0.01%	1457

Other funds holding PSNL

AIM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Next Financial Group's PSNL Position: Q4 2021 in Review

Next Financial Group sold out of Personalis (PSNL) in Q4 2021, closing a stake of 380 shares — an estimated $7K sold.

Next Financial Group first reported a position in PSNL in Q4 2020 and held it in 4 quarters. The position peaked at $25K in Q4 2020. 108 funds tracked by Wall St. Rank hold PSNL as of Q4 2021.

Next Financial Group reported no remaining Personalis position as of Q4 2021 after selling out during the quarter.
Next Financial Group sold 380 Personalis shares in Q4 2021, an estimated $7K.
Next Financial Group first reported a position in Personalis in Q4 2020 and held it in 4 quarters.
Next Financial Group's Personalis position peaked at $25K in Q4 2020.
108 funds tracked by Wall St. Rank held Personalis as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.