BWM
PSTH

BigSur Wealth Management’s Pershing Square Tontine Holdings, Ltd. PSTH Stock Holding History

BigSur Wealth Management’s Portfolio PSTH Stock Details PSTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-27,100
Closed -$541K – 141
2022
Q2 		$541K Sell
27,100
-2,000
-7% -$39.8K 0.25% 79
2022
Q1 		$579K Sell
29,100
-7,500
-20% -$149K 0.23% 86
2021
Q4 		$722K Buy
+36,600
New +$726K 0.28% 76

Other funds holding PSTH

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BigSur Wealth Management's PSTH Position: Q3 2022 in Review

BigSur Wealth Management sold out of Pershing Square Tontine Holdings, Ltd. (PSTH) in Q3 2022, closing a stake of 27,100 shares — an estimated $541K sold.

BigSur Wealth Management first reported a position in PSTH in Q4 2021 and held it in 3 quarters. The position peaked at $722K in Q4 2021. 1 fund tracked by Wall St. Rank holds PSTH as of Q3 2022.

  • BigSur Wealth Management reported no remaining Pershing Square Tontine Holdings, Ltd. position as of Q3 2022 after selling out during the quarter.
  • BigSur Wealth Management sold 27,100 Pershing Square Tontine Holdings, Ltd. shares in Q3 2022, an estimated $541K.
  • BigSur Wealth Management first reported a position in Pershing Square Tontine Holdings, Ltd. in Q4 2021 and held it in 3 quarters.
  • BigSur Wealth Management's Pershing Square Tontine Holdings, Ltd. position peaked at $722K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Pershing Square Tontine Holdings, Ltd. as of Q3 2022.

Based on BigSur Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.