TCI Wealth Advisors’s Personalis PSNL Stock Holding History

TCI Wealth Advisors’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
2022 Q1	–	Sell	-309	Closed	-$4K	–	2400
2021 Q4	$4K	Buy	309 +146	+90%	+$2.43K	﹤0.01%	1878
2021 Q3	$3K	Buy	163 +68	+72%	+$1.42K	﹤0.01%	1991
2021 Q2	$2K	Buy	95 +19	+25%	+$435	﹤0.01%	2072
2021 Q1	$2K	Buy	+76	New	+$2.61K	﹤0.01%	1853

Other funds holding PSNL

AIM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

WSC

Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return

NAMA

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

TCI Wealth Advisors's PSNL Position: Q1 2022 in Review

TCI Wealth Advisors sold out of Personalis (PSNL) in Q1 2022, closing a stake of 309 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in PSNL in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 125 funds tracked by Wall St. Rank hold PSNL as of Q1 2022.

TCI Wealth Advisors reported no remaining Personalis position as of Q1 2022 after selling out during the quarter.
TCI Wealth Advisors sold 309 Personalis shares in Q1 2022, an estimated $4K.
TCI Wealth Advisors first reported a position in Personalis in Q1 2021 and held it in 4 quarters.
TCI Wealth Advisors's Personalis position peaked at $4K in Q4 2021.
125 funds tracked by Wall St. Rank held Personalis as of Q1 2022.

Based on TCI Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.