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Seaside Wealth Management’s Parsons PSN Stock Holding History

Seaside Wealth Management’s Portfolio PSN Stock Details PSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,719
Closed -$386K – 61
2024
Q2 		$386K Sell
4,719
-10,224
-68% -$802K 0.16% 39
2024
Q1 		$1.24M Buy
+14,943
New +$1.09M 0.53% 17

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BlackRock
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Seaside Wealth Management's PSN Position: Q3 2024 in Review

Seaside Wealth Management sold out of Parsons (PSN) in Q3 2024, closing a stake of 4,719 shares — an estimated $386K sold.

Seaside Wealth Management first reported a position in PSN in Q1 2024 and held it in 2 quarters. The position peaked at $1.24M in Q1 2024. 384 funds tracked by Wall St. Rank hold PSN as of Q3 2024.

  • Seaside Wealth Management reported no remaining Parsons position as of Q3 2024 after selling out during the quarter.
  • Seaside Wealth Management sold 4,719 Parsons shares in Q3 2024, an estimated $386K.
  • Seaside Wealth Management first reported a position in Parsons in Q1 2024 and held it in 2 quarters.
  • Seaside Wealth Management's Parsons position peaked at $1.24M in Q1 2024.
  • 384 funds tracked by Wall St. Rank held Parsons as of Q3 2024.

Based on Seaside Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.