Parametric Portfolio Associates’s Personalis PSNL Stock Holding History

Parametric Portfolio Associates’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 Q1	$134K	Buy	16,377 +1,272	+8%	+$13.2K	﹤0.01%	3519
2021 Q4	$216K	Buy	15,105 +1,632	+12%	+$27.2K	﹤0.01%	3398
2021 Q3	$259K	Sell	13,473 -4,850	-26%	-$101K	﹤0.01%	3355
2021 Q2	$464K	Sell	18,323 -147	-0.8%	-$3.36K	﹤0.01%	3118
2021 Q1	$455K	Buy	18,470 +4,250	+30%	+$146K	﹤0.01%	3544
2020 Q4	$521K	Buy	14,220 +762	+6%	+$23K	﹤0.01%	3364
2020 Q3	$292K	Buy	13,458 +637	+5%	+$12.7K	﹤0.01%	3497
2020 Q2	$166K	Buy	12,821 +2,034	+19%	+$22.6K	﹤0.01%	3675
2020 Q1	$87K	Buy	+10,787	New	+$100K	﹤0.01%	3750

Other funds holding PSNL

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

WSC

Wellington Shields & Co New York $446M AUM 38.92% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Parametric Portfolio Associates's PSNL Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Personalis (PSNL) stake by 8.4% in Q1 2022, buying an estimated $13.2K and bringing the position to 16,377 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #3519.

Parametric Portfolio Associates first reported a position in PSNL in Q1 2020 and has held it in 9 quarters since. The position peaked at $521K in Q4 2020. 125 funds tracked by Wall St. Rank hold PSNL as of Q1 2022.

Parametric Portfolio Associates held 16,377 shares of Personalis worth $134K as of Q1 2022.
Parametric Portfolio Associates bought 1,272 Personalis shares in Q1 2022, an estimated $13.2K.
Personalis made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3519 holding.
Parametric Portfolio Associates first reported a position in Personalis in Q1 2020 and has held it in 9 quarters since.
Parametric Portfolio Associates's Personalis position peaked at $521K in Q4 2020.
125 funds tracked by Wall St. Rank held Personalis as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.