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Wintrust Investments’s Parsons PSN Stock Holding History

Wintrust Investments’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
Q4 		$42K Sell
455
-430
-49% -$43.8K 0.04% 282
2024
Q3 		$91K Sell
885
-8,085
-90% -$725K 0.07% 226
2024
Q2 		$734K Sell
8,970
-115
-1% -$9.02K 0.06% 237
2024
Q1 		$754K Sell
9,085
-500
-5% -$36.4K 0.07% 227
2023
Q4 		$601K Sell
9,585
-1,200
-11% -$72.6K 0.06% 246
2023
Q3 		$586K Sell
10,785
-1,050
-9% -$55.6K 0.06% 245
2023
Q2 		$570K Buy
+11,835
New +$540K 0.06% 255
2023
Q1 		– Sell
-15,250
Closed -$705K – 381
2022
Q4 		$705K Sell
15,250
-1,250
-8% -$57.6K 0.09% 172
2022
Q3 		$647K Sell
16,500
-400
-2% -$16.6K 0.08% 189
2022
Q2 		$683K Sell
16,900
-2,500
-13% -$95.8K 0.08% 188
2022
Q1 		$751K Buy
19,400
+2,100
+12% +$71.6K 0.07% 202
2021
Q4 		$582K Buy
+17,300
New +$600K 0.06% 239
2021
Q3 		– Sell
-13,100
Closed -$516K – 378
2021
Q2 		$516K Sell
13,100
-1,400
-10% -$57.6K 0.05% 256
2021
Q1 		$586K Buy
+14,500
New +$548K 0.06% 238
2020
Q4 		– Sell
-9,800
Closed -$329K – 312
2020
Q3 		$329K Buy
+9,800
New +$339K 0.05% 254

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wintrust Investments's PSN Position: Q4 2024 in Review

Wintrust Investments reduced its Parsons (PSN) stake by 49% in Q4 2024, selling an estimated $43.8K and leaving 455 shares worth $42K. The position accounts for 0.04% of the portfolio, ranked #282.

Wintrust Investments first reported a position in PSN in Q3 2020 and has held it in 15 quarters since. The position peaked at $754K in Q1 2024. 430 funds tracked by Wall St. Rank hold PSN as of Q4 2024.

  • Wintrust Investments held 455 shares of Parsons worth $42K as of Q4 2024.
  • Wintrust Investments sold 430 Parsons shares in Q4 2024, an estimated $43.8K.
  • Parsons made up 0.04% of Wintrust Investments's portfolio in Q4 2024, its #282 holding.
  • Wintrust Investments first reported a position in Parsons in Q3 2020 and has held it in 15 quarters since.
  • Wintrust Investments's Parsons position peaked at $754K in Q1 2024.
  • 430 funds tracked by Wall St. Rank held Parsons as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.