CWM
PS

Cabot Wealth Management’s Pluralsight, Inc. Class A Common Stock PS Stock Holding History

Cabot Wealth Management’s Portfolio PS Stock Details PS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-121,459
Closed -$3.68M – 137
2019
Q2 		$3.68M Buy
121,459
+28,392
+31% +$912K 0.78% 49
2019
Q1 		$2.95M Buy
+93,067
New +$2.75M 0.65% 53

Other funds holding PS

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Cabot Wealth Management's PS Position: Q3 2019 in Review

Cabot Wealth Management sold out of Pluralsight, Inc. Class A Common Stock (PS) in Q3 2019, closing a stake of 121,459 shares — an estimated $3.68M sold.

Cabot Wealth Management first reported a position in PS in Q1 2019 and held it in 2 quarters. The position peaked at $3.68M in Q2 2019. 202 funds tracked by Wall St. Rank hold PS as of Q3 2019.

  • Cabot Wealth Management reported no remaining Pluralsight, Inc. Class A Common Stock position as of Q3 2019 after selling out during the quarter.
  • Cabot Wealth Management sold 121,459 Pluralsight, Inc. Class A Common Stock shares in Q3 2019, an estimated $3.68M.
  • Cabot Wealth Management first reported a position in Pluralsight, Inc. Class A Common Stock in Q1 2019 and held it in 2 quarters.
  • Cabot Wealth Management's Pluralsight, Inc. Class A Common Stock position peaked at $3.68M in Q2 2019.
  • 202 funds tracked by Wall St. Rank held Pluralsight, Inc. Class A Common Stock as of Q3 2019.

Based on Cabot Wealth Management's 13F filing for Q3 2019, filed 31 Oct 2019.