Shelton Capital Management’s Personalis PSNL Stock Holding History

Shelton Capital Management’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 Q4	–	Sell	-37,624	Closed	-$112K	–	722
2022 Q3	$112K	Sell	37,624 -6,300	-14%	-$24K	0.01%	674
2022 Q2	$152K	Hold	43,924	–	–	0.01%	695
2022 Q1	$360K	Sell	43,924 -53,076	-55%	-$550K	0.01%	473
2021 Q4	$1.38M	Buy	97,000 +12,000	+14%	+$200K	0.05%	257
2021 Q3	$1.64M	Buy	85,000 +35,000	+70%	+$732K	0.06%	243
2021 Q2	$1.26M	Hold	50,000	–	–	0.05%	260
2021 Q1	$1.23M	Buy	+50,000	New	+$1.71M	0.04%	276

Other funds holding PSNL

AIM

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

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

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

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Shelton Capital Management's PSNL Position: Q4 2022 in Review

Shelton Capital Management sold out of Personalis (PSNL) in Q4 2022, closing a stake of 37,624 shares — an estimated $112K sold.

Shelton Capital Management first reported a position in PSNL in Q1 2021 and held it in 7 quarters. The position peaked at $1.64M in Q3 2021. 80 funds tracked by Wall St. Rank hold PSNL as of Q4 2022.

Shelton Capital Management reported no remaining Personalis position as of Q4 2022 after selling out during the quarter.
Shelton Capital Management sold 37,624 Personalis shares in Q4 2022, an estimated $112K.
Shelton Capital Management first reported a position in Personalis in Q1 2021 and held it in 7 quarters.
Shelton Capital Management's Personalis position peaked at $1.64M in Q3 2021.
80 funds tracked by Wall St. Rank held Personalis as of Q4 2022.

Based on Shelton Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.