TCWM
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Total Clarity Wealth Management’s Personalis PSNL Stock Holding History

Total Clarity Wealth Management’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
-514
Closed -$13K – 605
2021
Q1 		$13K Buy
+514
New +$17.6K 0.01% 517

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

Total Clarity Wealth Management's PSNL Position: Q2 2021 in Review

Total Clarity Wealth Management sold out of Personalis (PSNL) in Q2 2021, closing a stake of 514 shares — an estimated $13K sold.

Total Clarity Wealth Management first reported a position in PSNL in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 136 funds tracked by Wall St. Rank hold PSNL as of Q2 2021.

  • Total Clarity Wealth Management reported no remaining Personalis position as of Q2 2021 after selling out during the quarter.
  • Total Clarity Wealth Management sold 514 Personalis shares in Q2 2021, an estimated $13K.
  • Total Clarity Wealth Management first reported a position in Personalis in Q1 2021 and held it in 1 quarter.
  • Total Clarity Wealth Management's Personalis position peaked at $13K in Q1 2021.
  • 136 funds tracked by Wall St. Rank held Personalis as of Q2 2021.

Based on Total Clarity Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.