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PFG Private Wealth Management’s Parsons PSN Stock Holding History

PFG Private Wealth Management’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
2024
Q4 		– Sell
-985
Closed -$102K – 250
2024
Q3 		$102K Buy
+985
New +$88.4K 0.06% 81

Other funds holding PSN

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PFG Private Wealth Management's PSN Position: Q4 2024 in Review

PFG Private Wealth Management sold out of Parsons (PSN) in Q4 2024, closing a stake of 985 shares — an estimated $102K sold.

PFG Private Wealth Management first reported a position in PSN in Q3 2024 and held it in 1 quarter. The position peaked at $102K in Q3 2024. 430 funds tracked by Wall St. Rank hold PSN as of Q4 2024.

  • PFG Private Wealth Management reported no remaining Parsons position as of Q4 2024 after selling out during the quarter.
  • PFG Private Wealth Management sold 985 Parsons shares in Q4 2024, an estimated $102K.
  • PFG Private Wealth Management first reported a position in Parsons in Q3 2024 and held it in 1 quarter.
  • PFG Private Wealth Management's Parsons position peaked at $102K in Q3 2024.
  • 430 funds tracked by Wall St. Rank held Parsons as of Q4 2024.

Based on PFG Private Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.