RTW Investments’s Personalis PSNL Stock Holding History

RTW Investments’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 Q3	–	Sell	-127,501	Closed	-$3.23M	–	124
2021 Q2	$3.23M	Hold	127,501	–	–	0.05%	98
2021 Q1	$3.14M	Hold	127,501	–	–	0.05%	96
2020 Q4	$4.67M	Sell	127,501 -127,499	-50%	-$3.85M	0.08%	82
2020 Q3	$5.53M	Hold	255,000	–	–	0.13%	79
2020 Q2	$3.31M	Hold	255,000	–	–	0.09%	68
2020 Q1	$2.06M	Hold	255,000	–	–	0.09%	59
2019 Q4	$2.78M	Hold	255,000	–	–	0.1%	56
2019 Q3	$3.74M	Buy	255,000 +30,000	+13%	+$567K	0.22%	50
2019 Q2	$6.11M	Buy	+225,000	New	+$6.36M	0.33%	42

Other funds holding PSNL

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

WSC

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

WSCM

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

RTW Investments's PSNL Position: Q3 2021 in Review

RTW Investments sold out of Personalis (PSNL) in Q3 2021, closing a stake of 127,501 shares — an estimated $3.23M sold.

RTW Investments first reported a position in PSNL in Q2 2019 and held it in 9 quarters. The position peaked at $6.11M in Q2 2019. 120 funds tracked by Wall St. Rank hold PSNL as of Q3 2021.

RTW Investments reported no remaining Personalis position as of Q3 2021 after selling out during the quarter.
RTW Investments sold 127,501 Personalis shares in Q3 2021, an estimated $3.23M.
RTW Investments first reported a position in Personalis in Q2 2019 and held it in 9 quarters.
RTW Investments's Personalis position peaked at $6.11M in Q2 2019.
120 funds tracked by Wall St. Rank held Personalis as of Q3 2021.

Based on RTW Investments's 13F filing for Q3 2021, filed 15 Nov 2021.