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Wellington Wealth Strategies’s Parsons PSN Stock Holding History

Wellington Wealth Strategies’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
Q3 		– Sell
-2,788
Closed -$228K – 89
2024
Q2 		$228K Buy
+2,788
New +$219K 0.96% 37

Other funds holding PSN

Newport Trust Company
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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Wealth Strategies's PSN Position: Q3 2024 in Review

Wellington Wealth Strategies sold out of Parsons (PSN) in Q3 2024, closing a stake of 2,788 shares — an estimated $228K sold.

Wellington Wealth Strategies first reported a position in PSN in Q2 2024 and held it in 1 quarter. The position peaked at $228K in Q2 2024. 383 funds tracked by Wall St. Rank hold PSN as of Q3 2024.

  • Wellington Wealth Strategies reported no remaining Parsons position as of Q3 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 2,788 Parsons shares in Q3 2024, an estimated $228K.
  • Wellington Wealth Strategies first reported a position in Parsons in Q2 2024 and held it in 1 quarter.
  • Wellington Wealth Strategies's Parsons position peaked at $228K in Q2 2024.
  • 383 funds tracked by Wall St. Rank held Parsons as of Q3 2024.

Based on Wellington Wealth Strategies's 13F filing for Q3 2024, filed 12 Nov 2024.