Steward Partners Investment Advisory’s Personalis PSNL Stock Holding History

Steward Partners Investment Advisory’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
2023 Q1	–	Sell	-100	Closed	-$198	–	3396
2022 Q4	$198	Hold	100	–	–	﹤0.01%	3261
2022 Q3	$0	Hold	100	–	–	﹤0.01%	3351
2022 Q2	$0	Hold	100	–	–	﹤0.01%	3343
2022 Q1	$1K	Sell	100 -5	-5%	-$52	﹤0.01%	3216
2021 Q4	$1K	Hold	105	–	–	﹤0.01%	3118
2021 Q3	$2K	Hold	105	–	–	﹤0.01%	3004
2021 Q2	$3K	Buy	105 +5	+5%	+$114	﹤0.01%	6793
2021 Q1	$2.46K	Hold	100	–	–	﹤0.01%	3187
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	2581
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	2591
2020 Q2	$1K	Buy	+100	New	+$1.11K	﹤0.01%	2598

Other funds holding PSNL

AIM

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

Steward Partners Investment Advisory's PSNL Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of Personalis (PSNL) in Q1 2023, closing a stake of 100 shares — an estimated $198 sold.

Steward Partners Investment Advisory first reported a position in PSNL in Q2 2020 and held it in 11 quarters. The position peaked at $4K in Q4 2020. 62 funds tracked by Wall St. Rank hold PSNL as of Q1 2023.

Steward Partners Investment Advisory reported no remaining Personalis position as of Q1 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 100 Personalis shares in Q1 2023, an estimated $198.
Steward Partners Investment Advisory first reported a position in Personalis in Q2 2020 and held it in 11 quarters.
Steward Partners Investment Advisory's Personalis position peaked at $4K in Q4 2020.
62 funds tracked by Wall St. Rank held Personalis as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.