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OneDigital Investment Advisors’s Personalis PSNL Stock Holding History

OneDigital Investment Advisors’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
2020
Q3 		– Sell
-10,832
Closed -$140K – 705
2020
Q2 		$140K Buy
+10,832
New +$120K 0.01% 574

Other funds holding PSNL

A
Abingworth London, United Kingdom $307M AUM 93.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Sumitomo Mitsui Trust Group
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

OneDigital Investment Advisors's PSNL Position: Q3 2020 in Review

OneDigital Investment Advisors sold out of Personalis (PSNL) in Q3 2020, closing a stake of 10,832 shares — an estimated $140K sold.

OneDigital Investment Advisors first reported a position in PSNL in Q2 2020 and held it in 1 quarter. The position peaked at $140K in Q2 2020. 92 funds tracked by Wall St. Rank hold PSNL as of Q3 2020.

  • OneDigital Investment Advisors reported no remaining Personalis position as of Q3 2020 after selling out during the quarter.
  • OneDigital Investment Advisors sold 10,832 Personalis shares in Q3 2020, an estimated $140K.
  • OneDigital Investment Advisors first reported a position in Personalis in Q2 2020 and held it in 1 quarter.
  • OneDigital Investment Advisors's Personalis position peaked at $140K in Q2 2020.
  • 92 funds tracked by Wall St. Rank held Personalis as of Q3 2020.

Based on OneDigital Investment Advisors's 13F filing for Q3 2020, filed 9 Oct 2020.