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Raymond James & Associates’s Personalis PSNL Stock Holding History

Raymond James & Associates’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
2022
Q2 		– Sell
-11,793
Closed -$97K – 4177
2022
Q1 		$97K Sell
11,793
-390
-3% -$4.04K ﹤0.01% 3826
2021
Q4 		$174K Sell
12,183
-30,905
-72% -$515K ﹤0.01% 3743
2021
Q3 		$829K Buy
43,088
+2,191
+5% +$45.8K ﹤0.01% 2705
2021
Q2 		$1.03M Buy
+40,897
New +$936K ﹤0.01% 2570
2021
Q1 		– Sell
-15,526
Closed -$568K – 4086
2020
Q4 		$568K Buy
+15,526
New +$469K ﹤0.01% 2721

Other funds holding PSNL

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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

Raymond James & Associates's PSNL Position: Q2 2022 in Review

Raymond James & Associates sold out of Personalis (PSNL) in Q2 2022, closing a stake of 11,793 shares — an estimated $97K sold.

Raymond James & Associates first reported a position in PSNL in Q4 2020 and held it in 5 quarters. The position peaked at $1.03M in Q2 2021. 99 funds tracked by Wall St. Rank hold PSNL as of Q2 2022.

  • Raymond James & Associates reported no remaining Personalis position as of Q2 2022 after selling out during the quarter.
  • Raymond James & Associates sold 11,793 Personalis shares in Q2 2022, an estimated $97K.
  • Raymond James & Associates first reported a position in Personalis in Q4 2020 and held it in 5 quarters.
  • Raymond James & Associates's Personalis position peaked at $1.03M in Q2 2021.
  • 99 funds tracked by Wall St. Rank held Personalis as of Q2 2022.

Based on Raymond James & Associates's 13F filing for Q2 2022, filed 12 Aug 2022.