AWM
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AE Wealth Management’s PSQ Holdings PSQH Stock Holding History

AE Wealth Management’s Portfolio PSQH Stock Details PSQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,430
Closed -$195K – 2155
2023
Q3 		$195K Buy
+1,430
New +$255K ﹤0.01% 1791

Other funds holding PSQH

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Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JCM
JAT Capital Management Greenwich, Connecticut $59.3M AUM 134.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return

AE Wealth Management's PSQH Position: Q4 2023 in Review

AE Wealth Management sold out of PSQ Holdings (PSQH) in Q4 2023, closing a stake of 1,430 shares — an estimated $195K sold.

AE Wealth Management first reported a position in PSQH in Q3 2023 and held it in 1 quarter. The position peaked at $195K in Q3 2023. 54 funds tracked by Wall St. Rank hold PSQH as of Q4 2023.

  • AE Wealth Management reported no remaining PSQ Holdings position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 1,430 PSQ Holdings shares in Q4 2023, an estimated $195K.
  • AE Wealth Management first reported a position in PSQ Holdings in Q3 2023 and held it in 1 quarter.
  • AE Wealth Management's PSQ Holdings position peaked at $195K in Q3 2023.
  • 54 funds tracked by Wall St. Rank held PSQ Holdings as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.