Vident Investment Advisory’s Personalis PSNL Stock Holding History

Vident Investment 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
2022 Q2	–	Sell	-10,644	Closed	-$87K	–	1351
2022 Q1	$87K	Sell	10,644 -2,174	-17%	-$22.5K	﹤0.01%	1237
2021 Q4	$183K	Buy	+12,818	New	+$214K	﹤0.01%	1142
2021 Q3	–	Sell	-8,013	Closed	-$203K	–	1217
2021 Q2	$203K	Buy	+8,013	New	+$183K	0.01%	1059

Other funds holding PSNL

AIM

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 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

Vident Investment Advisory's PSNL Position: Q2 2022 in Review

Vident Investment Advisory sold out of Personalis (PSNL) in Q2 2022, closing a stake of 10,644 shares — an estimated $87K sold.

Vident Investment Advisory first reported a position in PSNL in Q2 2021 and held it in 3 quarters. The position peaked at $203K in Q2 2021. 99 funds tracked by Wall St. Rank hold PSNL as of Q2 2022.

Vident Investment Advisory reported no remaining Personalis position as of Q2 2022 after selling out during the quarter.
Vident Investment Advisory sold 10,644 Personalis shares in Q2 2022, an estimated $87K.
Vident Investment Advisory first reported a position in Personalis in Q2 2021 and held it in 3 quarters.
Vident Investment Advisory's Personalis position peaked at $203K in Q2 2021.
99 funds tracked by Wall St. Rank held Personalis as of Q2 2022.

Based on Vident Investment Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.