BFEC
PWSC

Benjamin F. Edwards & Company’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Benjamin F. Edwards & Company’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 		$11K Sell
480
-34
-7% -$685 ﹤0.01% 1711
2024
Q1 		$11K Buy
514
+31
+6% +$704 ﹤0.01% 1690
2023
Q4 		$11K Buy
+483
New +$10.6K ﹤0.01% 1641

Other funds holding PWSC

VEPM
Vista Equity Partners Management San Francisco, California $23.2M AUM 39.97% 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 $139B AUM 29.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 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 $552B AUM 44.19% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

Benjamin F. Edwards & Company's PWSC Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its PowerSchool Holdings, Inc. (PWSC) stake by 6.6% in Q2 2024, selling an estimated $685 and leaving 480 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Benjamin F. Edwards & Company first reported a position in PWSC in Q4 2023 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold PWSC as of Q2 2024.

  • Benjamin F. Edwards & Company held 480 shares of PowerSchool Holdings, Inc. worth $11K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 34 PowerSchool Holdings, Inc. shares in Q2 2024, an estimated $685.
  • PowerSchool Holdings, Inc. made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1711 holding.
  • Benjamin F. Edwards & Company first reported a position in PowerSchool Holdings, Inc. in Q4 2023 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.