Pathstone Family Office’s Personalis PSNL Stock Holding History

Pathstone Family Office’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
2023 Q3	$44.9K	Buy	37,081 +22,204	+149%	+$39.7K	﹤0.01%	1629
2023 Q2	$28K	Sell	14,877 -891	-6%	-$2.01K	﹤0.01%	1225
2023 Q1	$43.5K	Sell	15,768 -1,541	-9%	-$4.33K	﹤0.01%	1164
2022 Q4	$34.3K	Sell	17,309 -456	-3%	-$1.15K	﹤0.01%	1236
2022 Q3	$52.8K	Sell	17,765 -556	-3%	-$2.12K	﹤0.01%	1183
2022 Q2	$63.2K	Buy	+18,321	New	+$93.3K	﹤0.01%	1011
2021 Q1	–	Sell	-500	Closed	-$18K	–	1179
2020 Q4	$18K	Buy	+500	New	+$15.1K	﹤0.01%	731

Other funds holding PSNL

AIM

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

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

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

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

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

NAMA

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

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

WSCM

Wellington Shields Capital Management New York $788M AUM 66.95% 1-Year Est. Return

WSC

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Pathstone Family Office's PSNL Position: Q3 2023 in Review

Pathstone Family Office increased its Personalis (PSNL) stake by 149% in Q3 2023, buying an estimated $39.7K and bringing the position to 37,081 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Pathstone Family Office first reported a position in PSNL in Q4 2020 and has held it in 7 quarters since. The position peaked at $63.2K in Q2 2022. 62 funds tracked by Wall St. Rank hold PSNL as of Q3 2023.

Pathstone Family Office held 37,081 shares of Personalis worth $44.9K as of Q3 2023.
Pathstone Family Office bought 22,204 Personalis shares in Q3 2023, an estimated $39.7K.
Personalis made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1629 holding.
Pathstone Family Office first reported a position in Personalis in Q4 2020 and has held it in 7 quarters since.
Pathstone Family Office's Personalis position peaked at $63.2K in Q2 2022.
62 funds tracked by Wall St. Rank held Personalis as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.