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TFO Wealth Partners’s Parsons PSN Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-4
Closed -$332 – 594
2024
Q1 		$332 Hold
4
– – ﹤0.01% 369
2023
Q4 		$251 Hold
4
– – ﹤0.01% 576
2023
Q3 		$193 Hold
4
– – ﹤0.01% 818
2023
Q2 		$193 Hold
4
– – ﹤0.01% 512
2023
Q1 		$179 Buy
4
+2
+100% +$88 ﹤0.01% 501
2022
Q4 		$23 Buy
+2
New +$92 ﹤0.01% 906

Other funds holding PSN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TFO Wealth Partners's PSN Position: Q2 2024 in Review

TFO Wealth Partners sold out of Parsons (PSN) in Q2 2024, closing a stake of 4 shares — an estimated $332 sold.

TFO Wealth Partners first reported a position in PSN in Q4 2022 and held it in 6 quarters. The position peaked at $332 in Q1 2024. 346 funds tracked by Wall St. Rank hold PSN as of Q2 2024.

  • TFO Wealth Partners reported no remaining Parsons position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Parsons shares in Q2 2024, an estimated $332.
  • TFO Wealth Partners first reported a position in Parsons in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Parsons position peaked at $332 in Q1 2024.
  • 346 funds tracked by Wall St. Rank held Parsons as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.