AF
PWSC

Allworth Financial’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Allworth Financial’s Portfolio PWSC Stock Details PWSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6
Closed -$136 – 3652
2023
Q3 		$136 Buy
+6
New +$131 ﹤0.01% 3286

Other funds holding PWSC

VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Allworth Financial's PWSC Position: Q4 2023 in Review

Allworth Financial sold out of PowerSchool Holdings, Inc. (PWSC) in Q4 2023, closing a stake of 6 shares — an estimated $136 sold.

Allworth Financial first reported a position in PWSC in Q3 2023 and held it in 1 quarter. The position peaked at $136 in Q3 2023. 171 funds tracked by Wall St. Rank hold PWSC as of Q4 2023.

  • Allworth Financial reported no remaining PowerSchool Holdings, Inc. position as of Q4 2023 after selling out during the quarter.
  • Allworth Financial sold 6 PowerSchool Holdings, Inc. shares in Q4 2023, an estimated $136.
  • Allworth Financial first reported a position in PowerSchool Holdings, Inc. in Q3 2023 and held it in 1 quarter.
  • Allworth Financial's PowerSchool Holdings, Inc. position peaked at $136 in Q3 2023.
  • 171 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.