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Sowell Financial Services’s Personalis PSNL Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-392
Closed -$8K – 2161
2021
Q1 		$8K Buy
+392
New +$13.4K ﹤0.01% 2416

Other funds holding PSNL

AIM
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $127B AUM 46.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
WSC
Wellington Shields & Co New York $446M AUM 38.92% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $788M AUM 66.95% 1-Year Est. Return

Sowell Financial Services's PSNL Position: Q2 2021 in Review

Sowell Financial Services sold out of Personalis (PSNL) in Q2 2021, closing a stake of 392 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in PSNL in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 136 funds tracked by Wall St. Rank hold PSNL as of Q2 2021.

  • Sowell Financial Services reported no remaining Personalis position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 392 Personalis shares in Q2 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in Personalis in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Personalis position peaked at $8K in Q1 2021.
  • 136 funds tracked by Wall St. Rank held Personalis as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.