SGI
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Summit Global Investments’s Personalis PSNL Stock Holding History

Summit Global Investments’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
-13,800
Closed -$340K – 612
2021
Q1 		$340K Buy
+13,800
New +$473K 0.02% 436

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

Summit Global Investments's PSNL Position: Q2 2021 in Review

Summit Global Investments sold out of Personalis (PSNL) in Q2 2021, closing a stake of 13,800 shares — an estimated $340K sold.

Summit Global Investments first reported a position in PSNL in Q1 2021 and held it in 1 quarter. The position peaked at $340K in Q1 2021. 136 funds tracked by Wall St. Rank hold PSNL as of Q2 2021.

  • Summit Global Investments reported no remaining Personalis position as of Q2 2021 after selling out during the quarter.
  • Summit Global Investments sold 13,800 Personalis shares in Q2 2021, an estimated $340K.
  • Summit Global Investments first reported a position in Personalis in Q1 2021 and held it in 1 quarter.
  • Summit Global Investments's Personalis position peaked at $340K in Q1 2021.
  • 136 funds tracked by Wall St. Rank held Personalis as of Q2 2021.

Based on Summit Global Investments's 13F filing for Q2 2021, filed 28 Jan 2022.