TFA
PSN icon

Toth Financial Advisory’s Parsons PSN Stock Holding History

Toth Financial Advisory’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
2023
Q1 		– Sell
-12,500
Closed -$578K – 844
2022
Q4 		$578K Hold
12,500
– – 0.09% 143
2022
Q3 		$490K Buy
+12,500
New +$518K 0.09% 133

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Toth Financial Advisory's PSN Position: Q1 2023 in Review

Toth Financial Advisory sold out of Parsons (PSN) in Q1 2023, closing a stake of 12,500 shares — an estimated $578K sold.

Toth Financial Advisory first reported a position in PSN in Q3 2022 and held it in 2 quarters. The position peaked at $578K in Q4 2022. 208 funds tracked by Wall St. Rank hold PSN as of Q1 2023.

  • Toth Financial Advisory reported no remaining Parsons position as of Q1 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 12,500 Parsons shares in Q1 2023, an estimated $578K.
  • Toth Financial Advisory first reported a position in Parsons in Q3 2022 and held it in 2 quarters.
  • Toth Financial Advisory's Parsons position peaked at $578K in Q4 2022.
  • 208 funds tracked by Wall St. Rank held Parsons as of Q1 2023.

Based on Toth Financial Advisory's 13F filing for Q1 2023, filed 24 Apr 2023.