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Prime Capital Investment Advisors’s Personalis PSNL Stock Holding History

Prime Capital Investment Advisors’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
2025
Q2 		– Sell
-11,468
Closed -$40.3K – 1081
2025
Q1 		$40.3K Sell
11,468
-304
-3% -$1.45K ﹤0.01% 1031
2024
Q4 		$68K Sell
11,772
-14,854
-56% -$68.6K ﹤0.01% 906
2024
Q3 		$143K Sell
26,626
-1,047
-4% -$4.31K ﹤0.01% 878
2024
Q2 		$32.4K Sell
27,673
-441
-2% -$605 ﹤0.01% 909
2024
Q1 		$41.9K Buy
28,114
+348
+1% +$539 ﹤0.01% 983
2023
Q4 		$58.3K Sell
27,766
-1,643
-6% -$2.12K ﹤0.01% 934
2023
Q3 		$35.6K Buy
+29,409
New +$52.5K ﹤0.01% 743

Other funds holding PSNL

MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return
LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
BWLSA
Blue Water Life Science Advisors Larkspur, California $125M AUM 91.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Prime Capital Investment Advisors's PSNL Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of Personalis (PSNL) in Q2 2025, closing a stake of 11,468 shares — an estimated $40.3K sold.

Prime Capital Investment Advisors first reported a position in PSNL in Q3 2023 and held it in 7 quarters. The position peaked at $143K in Q3 2024. 105 funds tracked by Wall St. Rank hold PSNL as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining Personalis position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 11,468 Personalis shares in Q2 2025, an estimated $40.3K.
  • Prime Capital Investment Advisors first reported a position in Personalis in Q3 2023 and held it in 7 quarters.
  • Prime Capital Investment Advisors's Personalis position peaked at $143K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held Personalis as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.