SWA
PSN icon

Stratos Wealth Advisors’s Parsons PSN Stock Holding History

Stratos Wealth Advisors’s Portfolio PSN Stock Details PSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,318
Closed -$306K – 727
2024
Q4 		$306K Hold
3,318
– – 0.01% 579
2024
Q3 		$344K Buy
+3,318
New +$298K 0.02% 585
2022
Q4 		– Sell
-5,570
Closed -$218K – 578
2022
Q3 		$218K Hold
5,570
– – 0.02% 465
2022
Q2 		$225K Sell
5,570
-1,014
-15% -$38.9K 0.02% 473
2022
Q1 		$255K Sell
6,584
-7,435
-53% -$253K 0.02% 469
2021
Q4 		$472K Hold
14,019
– – 0.03% 402
2021
Q3 		$473K Buy
+14,019
New +$512K 0.04% 371

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Advisors's PSN Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of Parsons (PSN) in Q1 2025, closing a stake of 3,318 shares — an estimated $306K sold.

Stratos Wealth Advisors first reported a position in PSN in Q3 2021 and held it in 7 quarters. The position peaked at $473K in Q3 2021. 356 funds tracked by Wall St. Rank hold PSN as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining Parsons position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 3,318 Parsons shares in Q1 2025, an estimated $306K.
  • Stratos Wealth Advisors first reported a position in Parsons in Q3 2021 and held it in 7 quarters.
  • Stratos Wealth Advisors's Parsons position peaked at $473K in Q3 2021.
  • 356 funds tracked by Wall St. Rank held Parsons as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.