Principal Financial Group
PSNL icon

Principal Financial Group’s Personalis PSNL Stock Holding History

Principal Financial Group’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
-114,428
Closed -$2.2M – 2605
2021
Q3 		$2.2M Sell
114,428
-2,199
-2% -$46K ﹤0.01% 1851
2021
Q2 		$2.95M Buy
116,627
+74,685
+178% +$1.71M ﹤0.01% 1831
2021
Q1 		$1.03M Sell
41,942
-2,989
-7% -$102K ﹤0.01% 1988
2020
Q4 		$1.65M Buy
44,931
+2,951
+7% +$89.2K ﹤0.01% 1843
2020
Q3 		$910K Buy
41,980
+16,513
+65% +$328K ﹤0.01% 1889
2020
Q2 		$330K Buy
25,467
+7,978
+46% +$88.5K ﹤0.01% 2069
2020
Q1 		$141K Buy
17,489
+54
+0.3% +$502 ﹤0.01% 2096
2019
Q4 		$190K Buy
+17,435
New +$181K ﹤0.01% 2151

Other funds holding PSNL

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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

Principal Financial Group's PSNL Position: Q4 2021 in Review

Principal Financial Group sold out of Personalis (PSNL) in Q4 2021, closing a stake of 114,428 shares — an estimated $2.2M sold.

Principal Financial Group first reported a position in PSNL in Q4 2019 and held it in 8 quarters. The position peaked at $2.95M in Q2 2021. 108 funds tracked by Wall St. Rank hold PSNL as of Q4 2021.

  • Principal Financial Group reported no remaining Personalis position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 114,428 Personalis shares in Q4 2021, an estimated $2.2M.
  • Principal Financial Group first reported a position in Personalis in Q4 2019 and held it in 8 quarters.
  • Principal Financial Group's Personalis position peaked at $2.95M in Q2 2021.
  • 108 funds tracked by Wall St. Rank held Personalis as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.