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Patriot Financial Group Insurance Agency’s Parsons PSN Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio PSN Stock Details PSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-39
Closed -$2K – 1555
2022
Q2 		$2K Hold
39
– – ﹤0.01% 1798
2022
Q1 		$2K Hold
39
– – ﹤0.01% 1872
2021
Q4 		$1K Hold
39
– – ﹤0.01% 2066
2021
Q3 		$1K Hold
39
– – ﹤0.01% 2083
2021
Q2 		$2K Buy
+39
New +$1.6K ﹤0.01% 1901
2020
Q1 		– Sell
-15
Closed -$1K – 1699
2019
Q4 		$1K Sell
15
-4
-21% -$149 ﹤0.01% 1242
2019
Q3 		$1K Buy
+19
New +$678 ﹤0.01% 1222

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PSN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Parsons (PSN) in Q3 2022, closing a stake of 39 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in PSN in Q3 2019 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 181 funds tracked by Wall St. Rank hold PSN as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Parsons position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 39 Parsons shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Parsons in Q3 2019 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's Parsons position peaked at $2K in Q2 2022.
  • 181 funds tracked by Wall St. Rank held Parsons as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.