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Oppenheimer & Co’s Personalis PSNL Stock Holding History

Oppenheimer & Co’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
Q1 		– Sell
-11,099
Closed -$406K – 1492
2020
Q4 		$406K Sell
11,099
-3,082
-22% -$93.2K 0.01% 973
2020
Q3 		$307K Sell
14,181
-2,088
-13% -$41.5K 0.01% 969
2020
Q2 		$211K Buy
16,269
+3,839
+31% +$42.6K 0.01% 1104
2020
Q1 		$100K Buy
+12,430
New +$116K ﹤0.01% 1120

Other funds holding PSNL

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
WSC
Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Oppenheimer & Co's PSNL Position: Q1 2021 in Review

Oppenheimer & Co sold out of Personalis (PSNL) in Q1 2021, closing a stake of 11,099 shares — an estimated $406K sold.

Oppenheimer & Co first reported a position in PSNL in Q1 2020 and held it in 4 quarters. The position peaked at $406K in Q4 2020. 134 funds tracked by Wall St. Rank hold PSNL as of Q1 2021.

  • Oppenheimer & Co reported no remaining Personalis position as of Q1 2021 after selling out during the quarter.
  • Oppenheimer & Co sold 11,099 Personalis shares in Q1 2021, an estimated $406K.
  • Oppenheimer & Co first reported a position in Personalis in Q1 2020 and held it in 4 quarters.
  • Oppenheimer & Co's Personalis position peaked at $406K in Q4 2020.
  • 134 funds tracked by Wall St. Rank held Personalis as of Q1 2021.

Based on Oppenheimer & Co's 13F filing for Q1 2021, filed 10 May 2021.