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Smith Group Asset Management’s Personalis PSNL Stock Holding History

Smith Group Asset 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
2021
Q1 		– Sell
-15,780
Closed -$578K – 337
2020
Q4 		$578K Sell
15,780
-50
-0.3% -$1.51K 0.03% 121
2020
Q3 		$343K Hold
15,830
– – 0.02% 145
2020
Q2 		$205K Sell
15,830
-200
-1% -$2.22K 0.01% 163
2020
Q1 		$129K Buy
+16,030
New +$149K 0.01% 193

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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Smith Group Asset Management's PSNL Position: Q1 2021 in Review

Smith Group Asset Management sold out of Personalis (PSNL) in Q1 2021, closing a stake of 15,780 shares — an estimated $578K sold.

Smith Group Asset Management first reported a position in PSNL in Q1 2020 and held it in 4 quarters. The position peaked at $578K in Q4 2020. 134 funds tracked by Wall St. Rank hold PSNL as of Q1 2021.

  • Smith Group Asset Management reported no remaining Personalis position as of Q1 2021 after selling out during the quarter.
  • Smith Group Asset Management sold 15,780 Personalis shares in Q1 2021, an estimated $578K.
  • Smith Group Asset Management first reported a position in Personalis in Q1 2020 and held it in 4 quarters.
  • Smith Group Asset Management's Personalis position peaked at $578K in Q4 2020.
  • 134 funds tracked by Wall St. Rank held Personalis as of Q1 2021.

Based on Smith Group Asset Management's 13F filing for Q1 2021, filed 7 May 2021.