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Redwood Wealth Management Group’s Personalis PSNL Stock Holding History

Redwood Wealth Management 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
2024
Q3 		– Sell
-100
Closed -$117 – 850
2024
Q2 		$117 Buy
+100
New +$137 ﹤0.01% 1169

Other funds holding PSNL

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BWLSA
Blue Water Life Science Advisors Larkspur, California $125M AUM 91.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Redwood Wealth Management Group's PSNL Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Personalis (PSNL) in Q3 2024, closing a stake of 100 shares — an estimated $117 sold.

Redwood Wealth Management Group first reported a position in PSNL in Q2 2024 and held it in 1 quarter. The position peaked at $117 in Q2 2024. 83 funds tracked by Wall St. Rank hold PSNL as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Personalis position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 100 Personalis shares in Q3 2024, an estimated $117.
  • Redwood Wealth Management Group first reported a position in Personalis in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Personalis position peaked at $117 in Q2 2024.
  • 83 funds tracked by Wall St. Rank held Personalis as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.