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Axxcess Wealth Management’s PSQ Holdings PSQH Stock Holding History

Axxcess 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
2024
Q4 		– Sell
-82,213
Closed -$3.03M – 915
2024
Q3 		$3.03M Sell
82,213
-958
-1% -$41.5K 0.07% 197
2024
Q2 		$4.7M Sell
83,171
-1,723
-2% -$101K 0.12% 139
2024
Q1 		$6.85M Hold
84,894
– – 0.19% 98
2023
Q4 		$6.67M Sell
84,894
-8,445
-9% -$762K 0.19% 103
2023
Q3 		$12.7M Buy
+93,339
New +$16.6M 0.43% 49

Other funds holding PSQH

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
HCM
Heights Capital Management San Francisco, California $359M AUM 7.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Axxcess Wealth Management's PSQH Position: Q4 2024 in Review

Axxcess Wealth Management sold out of PSQ Holdings (PSQH) in Q4 2024, closing a stake of 82,213 shares — an estimated $3.03M sold.

Axxcess Wealth Management first reported a position in PSQH in Q3 2023 and held it in 5 quarters. The position peaked at $12.7M in Q3 2023. 67 funds tracked by Wall St. Rank hold PSQH as of Q4 2024.

  • Axxcess Wealth Management reported no remaining PSQ Holdings position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 82,213 PSQ Holdings shares in Q4 2024, an estimated $3.03M.
  • Axxcess Wealth Management first reported a position in PSQ Holdings in Q3 2023 and held it in 5 quarters.
  • Axxcess Wealth Management's PSQ Holdings position peaked at $12.7M in Q3 2023.
  • 67 funds tracked by Wall St. Rank held PSQ Holdings as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.