Physician Wealth Advisors’s Parsons PSN Stock Holding History

Physician Wealth Advisors’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
2025 Q1	–	Sell	-8	Closed	-$738	–	1512
2024 Q4	$738	Buy	+8	New	+$816	﹤0.01%	1017

Other funds holding PSN

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Physician Wealth Advisors's PSN Position: Q1 2025 in Review

Physician Wealth Advisors sold out of Parsons (PSN) in Q1 2025, closing a stake of 8 shares — an estimated $738 sold.

Physician Wealth Advisors first reported a position in PSN in Q4 2024 and held it in 1 quarter. The position peaked at $738 in Q4 2024. 356 funds tracked by Wall St. Rank hold PSN as of Q1 2025.

Physician Wealth Advisors reported no remaining Parsons position as of Q1 2025 after selling out during the quarter.
Physician Wealth Advisors sold 8 Parsons shares in Q1 2025, an estimated $738.
Physician Wealth Advisors first reported a position in Parsons in Q4 2024 and held it in 1 quarter.
Physician Wealth Advisors's Parsons position peaked at $738 in Q4 2024.
356 funds tracked by Wall St. Rank held Parsons as of Q1 2025.

Based on Physician Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.