Pier Capital’s Personalis PSNL Stock Holding History

Pier Capital’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
2021 Q4	–	Sell	-302,786	Closed	-$5.83M	–	125
2021 Q3	$5.83M	Sell	302,786 -7,830	-3%	-$164K	0.6%	88
2021 Q2	$7.86M	Buy	310,616 +5,357	+2%	+$123K	0.79%	79
2021 Q1	$7.51M	Buy	305,259 +4,639	+2%	+$159K	0.71%	80
2020 Q4	$11M	Buy	+300,620	New	+$9.09M	1.16%	31

Other funds holding PSNL

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

WSC

Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Pier Capital's PSNL Position: Q4 2021 in Review

Pier Capital sold out of Personalis (PSNL) in Q4 2021, closing a stake of 302,786 shares — an estimated $5.83M sold.

Pier Capital first reported a position in PSNL in Q4 2020 and held it in 4 quarters. The position peaked at $11M in Q4 2020. 108 funds tracked by Wall St. Rank hold PSNL as of Q4 2021.

Pier Capital reported no remaining Personalis position as of Q4 2021 after selling out during the quarter.
Pier Capital sold 302,786 Personalis shares in Q4 2021, an estimated $5.83M.
Pier Capital first reported a position in Personalis in Q4 2020 and held it in 4 quarters.
Pier Capital's Personalis position peaked at $11M in Q4 2020.
108 funds tracked by Wall St. Rank held Personalis as of Q4 2021.

Based on Pier Capital's 13F filing for Q4 2021, filed 10 Feb 2022.