PA Capital’s Personalis PSNL Stock Holding History

PA Capital’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	-12,321	Closed	-$160K	–	196
2020 Q2	$160K	Sell	12,321 -18,020	-59%	-$200K	0.12%	153
2020 Q1	$245K	Buy	30,341 +5,262	+21%	+$48.9K	0.22%	125
2019 Q4	$273K	Buy	+25,079	New	+$261K	0.24%	106

Other funds holding PSNL

Abingworth London, United Kingdom $307M AUM 93.47% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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 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

PA Capital's PSNL Position: Q3 2020 in Review

PA Capital sold out of Personalis (PSNL) in Q3 2020, closing a stake of 12,321 shares — an estimated $160K sold.

PA Capital first reported a position in PSNL in Q4 2019 and held it in 3 quarters. The position peaked at $273K in Q4 2019. 92 funds tracked by Wall St. Rank hold PSNL as of Q3 2020.

PA Capital reported no remaining Personalis position as of Q3 2020 after selling out during the quarter.
PA Capital sold 12,321 Personalis shares in Q3 2020, an estimated $160K.
PA Capital first reported a position in Personalis in Q4 2019 and held it in 3 quarters.
PA Capital's Personalis position peaked at $273K in Q4 2019.
92 funds tracked by Wall St. Rank held Personalis as of Q3 2020.

Based on PA Capital's 13F filing for Q3 2020, filed 13 Nov 2020.