SW
PSNL icon

SlateStone Wealth’s Personalis PSNL Stock Holding History

SlateStone Wealth’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
-8,000
Closed -$202K – 174
2021
Q2 		$202K Sell
8,000
-800
-9% -$18.3K 0.05% 163
2021
Q1 		$217K Hold
8,800
– – 0.05% 152
2020
Q4 		$322K Buy
+8,800
New +$266K 0.08% 137

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
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

SlateStone Wealth's PSNL Position: Q3 2021 in Review

SlateStone Wealth sold out of Personalis (PSNL) in Q3 2021, closing a stake of 8,000 shares — an estimated $202K sold.

SlateStone Wealth first reported a position in PSNL in Q4 2020 and held it in 3 quarters. The position peaked at $322K in Q4 2020. 120 funds tracked by Wall St. Rank hold PSNL as of Q3 2021.

  • SlateStone Wealth reported no remaining Personalis position as of Q3 2021 after selling out during the quarter.
  • SlateStone Wealth sold 8,000 Personalis shares in Q3 2021, an estimated $202K.
  • SlateStone Wealth first reported a position in Personalis in Q4 2020 and held it in 3 quarters.
  • SlateStone Wealth's Personalis position peaked at $322K in Q4 2020.
  • 120 funds tracked by Wall St. Rank held Personalis as of Q3 2021.

Based on SlateStone Wealth's 13F filing for Q3 2021, filed 28 Oct 2021.