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WR Wealth Planners’s Personalis PSNL Stock Holding History

WR Wealth Planners’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
2024
Q4 		$6.94K Hold
1,200
– – ﹤0.01% 639
2024
Q3 		$6.46K Hold
1,200
– – ﹤0.01% 699
2024
Q2 		$1.4K Hold
1,200
– – ﹤0.01% 930
2024
Q1 		$1.79K Buy
+1,200
New +$1.86K ﹤0.01% 892
2023
Q4 		– Sell
-1,200
Closed -$1.45K – 681
2023
Q3 		$1.45K Hold
1,200
– – ﹤0.01% 806
2023
Q2 		$2.26K Sell
1,200
-500
-29% -$1.13K ﹤0.01% 760
2023
Q1 		$4.69K Buy
+1,700
New +$4.78K ﹤0.01% 687

Other funds holding PSNL

MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return
LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BWLSA
Blue Water Life Science Advisors Larkspur, California $125M AUM 91.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WR Wealth Planners's PSNL Position: Q4 2024 in Review

WR Wealth Planners held its Personalis (PSNL) position steady in Q4 2024 at 1,200 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

WR Wealth Planners first reported a position in PSNL in Q1 2023 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold PSNL as of Q4 2024.

  • WR Wealth Planners held 1,200 shares of Personalis worth $6.94K as of Q4 2024.
  • WR Wealth Planners left its Personalis share count unchanged in Q4 2024.
  • Personalis made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #639 holding.
  • WR Wealth Planners first reported a position in Personalis in Q1 2023 and has held it in 7 quarters since.
  • 107 funds tracked by Wall St. Rank held Personalis as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.