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O'Shaughnessy Asset Management’s Personalis PSNL Stock Holding History

O'Shaughnessy Asset Management’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
-59
Closed -$1K – 2178
2021
Q3 		$1K Hold
59
– – ﹤0.01% 2622
2021
Q2 		$1K Sell
59
-1,392
-96% -$31.9K ﹤0.01% 2479
2021
Q1 		$36K Hold
1,451
– – ﹤0.01% 1503
2020
Q4 		$53K Buy
1,451
+1,392
+2,359% +$42.1K ﹤0.01% 1232
2020
Q3 		$1K Hold
59
– – ﹤0.01% 1781
2020
Q2 		$1K Buy
+59
New +$655 ﹤0.01% 1644

Other funds holding PSNL

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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

O'Shaughnessy Asset Management's PSNL Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Personalis (PSNL) in Q4 2021, closing a stake of 59 shares — an estimated $1K sold.

O'Shaughnessy Asset Management first reported a position in PSNL in Q2 2020 and held it in 6 quarters. The position peaked at $53K in Q4 2020. 108 funds tracked by Wall St. Rank hold PSNL as of Q4 2021.

  • O'Shaughnessy Asset Management reported no remaining Personalis position as of Q4 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 59 Personalis shares in Q4 2021, an estimated $1K.
  • O'Shaughnessy Asset Management first reported a position in Personalis in Q2 2020 and held it in 6 quarters.
  • O'Shaughnessy Asset Management's Personalis position peaked at $53K in Q4 2020.
  • 108 funds tracked by Wall St. Rank held Personalis as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.