BIA
PWSC

Bell Investment Advisors’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Bell Investment Advisors’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
2024
Q2 		– Sell
-67
Closed -$1.43K – 1985
2024
Q1 		$1.43K Hold
67
– – ﹤0.01% 1484
2023
Q4 		$1.58K Buy
67
+36
+116% +$792 ﹤0.01% 1433
2023
Q3 		$703 Buy
+31
New +$679 ﹤0.01% 1669

Other funds holding PWSC

VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Bell Investment Advisors's PWSC Position: Q2 2024 in Review

Bell Investment Advisors sold out of PowerSchool Holdings, Inc. (PWSC) in Q2 2024, closing a stake of 67 shares — an estimated $1.43K sold.

Bell Investment Advisors first reported a position in PWSC in Q3 2023 and held it in 3 quarters. The position peaked at $1.58K in Q4 2023. 191 funds tracked by Wall St. Rank hold PWSC as of Q2 2024.

  • Bell Investment Advisors reported no remaining PowerSchool Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 67 PowerSchool Holdings, Inc. shares in Q2 2024, an estimated $1.43K.
  • Bell Investment Advisors first reported a position in PowerSchool Holdings, Inc. in Q3 2023 and held it in 3 quarters.
  • Bell Investment Advisors's PowerSchool Holdings, Inc. position peaked at $1.58K in Q4 2023.
  • 191 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q2 2024.

Based on Bell Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.