Pacific Heights Asset Management’s Personalis PSNL Stock Holding History

Pacific Heights 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
2024 Q1	–	Sell	-310,000	Closed	-$651K	–	74
2023 Q4	$651K	Hold	310,000	–	–	0.06%	73
2023 Q3	$375K	Hold	310,000	–	–	0.04%	74
2023 Q2	$583K	Hold	310,000	–	–	0.05%	74
2023 Q1	$856K	Hold	310,000	–	–	0.08%	77
2022 Q4	$614K	Hold	310,000	–	–	0.06%	77
2022 Q3	$921K	Hold	310,000	–	–	0.1%	79
2022 Q2	$1.07M	Hold	310,000	–	–	0.11%	81
2022 Q1	$2.54M	Hold	310,000	–	–	0.22%	79
2021 Q4	$4.42M	Buy	310,000 +50,000	+19%	+$833K	0.37%	70
2021 Q3	$5M	Buy	260,000 +50,000	+24%	+$1.05M	0.47%	66
2021 Q2	$5.31M	Buy	210,000 +25,000	+14%	+$572K	0.49%	66
2021 Q1	$4.55M	Buy	+185,000	New	+$6.34M	0.42%	70

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Pacific Heights Asset Management's PSNL Position: Q1 2024 in Review

Pacific Heights Asset Management sold out of Personalis (PSNL) in Q1 2024, closing a stake of 310,000 shares — an estimated $651K sold.

Pacific Heights Asset Management first reported a position in PSNL in Q1 2021 and held it in 12 quarters. The position peaked at $5.31M in Q2 2021. 71 funds tracked by Wall St. Rank hold PSNL as of Q1 2024.

Pacific Heights Asset Management reported no remaining Personalis position as of Q1 2024 after selling out during the quarter.
Pacific Heights Asset Management sold 310,000 Personalis shares in Q1 2024, an estimated $651K.
Pacific Heights Asset Management first reported a position in Personalis in Q1 2021 and held it in 12 quarters.
Pacific Heights Asset Management's Personalis position peaked at $5.31M in Q2 2021.
71 funds tracked by Wall St. Rank held Personalis as of Q1 2024.

Based on Pacific Heights Asset Management's 13F filing for Q1 2024, filed 26 Apr 2024.