Steward Partners Investment Advisory, LLC - PERSONALIS INC ownership

PERSONALIS INC's ticker is PSNL and the CUSIP is 71535D106. A total of 135 filers reported holding PERSONALIS INC in Q1 2021. The put-call ratio across all filers is 2.43 and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of PERSONALIS INC
ValueSharesWeighting
Q4 2022$1981000.0%0.00%
Q3 2022$01000.0%0.00%
Q2 2022$0
-100.0%
1000.0%0.00%
Q1 2022$1,0000.0%100
-4.8%
0.00%
Q4 2021$1,000
-50.0%
1050.0%0.00%
Q3 2021$2,000
-33.3%
1050.0%0.00%
Q2 2021$3,000
-99.9%
105
-47.5%
0.00%
Q1 2021$4,922,000
+122950.0%
200
+100.0%
0.00%
Q4 2020$4,000
+100.0%
1000.0%0.00%
Q3 2020$2,000
+100.0%
1000.0%0.00%
Q2 2020$1,0001000.00%
Other shareholders
PERSONALIS INC shareholders Q1 2021
NameSharesValueWeighting ↓
Wellington Shields & Co., LLC 926,366$2,751,0001.20%
Wellington Shields Capital Management, LLC 975,365$2,897,0000.69%
Monarch Partners Asset Management LLC 319,063$948,0000.28%
Green Alpha Advisors, LLC 65,639$195,0000.16%
ARK Investment Management 5,446,512$16,176,0000.11%
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 310,000$921,0000.10%
GSA CAPITAL PARTNERS LLP 150,676$448,0000.06%
Alyeska Investment Group, L.P. 1,110,765$3,299,0000.04%
CAXTON ASSOCIATES LP 86,194$256,0000.03%
Nikko Asset Management Americas, Inc. 950,101$2,470,0000.03%
View complete list of PERSONALIS INC shareholders