TFA
PSNL icon

Toth Financial Advisory’s Personalis PSNL Stock Holding History

Toth Financial Advisory’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
2019
Q4 		– Sell
-100
Closed -$1K – 517
2019
Q3 		$1K Buy
+100
New +$1.89K ﹤0.01% 454

Other funds holding PSNL

A
Abingworth London, United Kingdom $307M AUM 93.47% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
WSC
Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Toth Financial Advisory's PSNL Position: Q4 2019 in Review

Toth Financial Advisory sold out of Personalis (PSNL) in Q4 2019, closing a stake of 100 shares — an estimated $1K sold.

Toth Financial Advisory first reported a position in PSNL in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 78 funds tracked by Wall St. Rank hold PSNL as of Q4 2019.

  • Toth Financial Advisory reported no remaining Personalis position as of Q4 2019 after selling out during the quarter.
  • Toth Financial Advisory sold 100 Personalis shares in Q4 2019, an estimated $1K.
  • Toth Financial Advisory first reported a position in Personalis in Q3 2019 and held it in 1 quarter.
  • Toth Financial Advisory's Personalis position peaked at $1K in Q3 2019.
  • 78 funds tracked by Wall St. Rank held Personalis as of Q4 2019.

Based on Toth Financial Advisory's 13F filing for Q4 2019, filed 27 Jan 2020.