PP
PSNL icon

Paloma Partners’s Personalis PSNL Stock Holding History

Paloma Partners’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
2022
Q2 		– Sell
-19,526
Closed -$160K – 1625
2022
Q1 		$160K Buy
+19,526
New +$202K ﹤0.01% 1471
2021
Q1 		– Sell
-8,057
Closed -$295K – 2299
2020
Q4 		$295K Buy
+8,057
New +$244K 0.01% 1179

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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

Paloma Partners's PSNL Position: Q2 2022 in Review

Paloma Partners sold out of Personalis (PSNL) in Q2 2022, closing a stake of 19,526 shares — an estimated $160K sold.

Paloma Partners first reported a position in PSNL in Q4 2020 and held it in 2 quarters. The position peaked at $295K in Q4 2020. 99 funds tracked by Wall St. Rank hold PSNL as of Q2 2022.

  • Paloma Partners reported no remaining Personalis position as of Q2 2022 after selling out during the quarter.
  • Paloma Partners sold 19,526 Personalis shares in Q2 2022, an estimated $160K.
  • Paloma Partners first reported a position in Personalis in Q4 2020 and held it in 2 quarters.
  • Paloma Partners's Personalis position peaked at $295K in Q4 2020.
  • 99 funds tracked by Wall St. Rank held Personalis as of Q2 2022.

Based on Paloma Partners's 13F filing for Q2 2022, filed 15 Aug 2022.