CAL
PWSC

Capital Advisors Ltd’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Capital Advisors Ltd’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
Q4 		– Sell
-9
Closed – – 1637
2024
Q3 		$0 Hold
9
– – ﹤0.01% 1657
2024
Q2 		$0 Sell
9
-5
-36% -$101 ﹤0.01% 1698
2024
Q1 		$0 Buy
14
+5
+56% +$114 ﹤0.01% 1597
2023
Q4 		$0 Hold
9
– – ﹤0.01% 1531
2023
Q3 		$0 Hold
9
– – ﹤0.01% 1521
2023
Q2 		$0 Hold
9
– – ﹤0.01% 1588
2023
Q1 		$0 Hold
9
– – ﹤0.01% 1618
2022
Q4 		$0 Sell
9
-10
-53% -$196 ﹤0.01% 1723
2022
Q3 		$0 Buy
+19
New +$307 ﹤0.01% 1591

Other funds holding PWSC

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Capital Advisors Ltd's PWSC Position: Q4 2024 in Review

Capital Advisors Ltd sold out of PowerSchool Holdings, Inc. (PWSC) in Q4 2024, closing a stake of 9 shares.

Capital Advisors Ltd first reported a position in PWSC in Q3 2022 and held it in 9 quarters. The position peaked at $0 in Q3 2024. 1 fund tracked by Wall St. Rank holds PWSC as of Q4 2024.

  • Capital Advisors Ltd reported no remaining PowerSchool Holdings, Inc. position as of Q4 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 9 PowerSchool Holdings, Inc. shares in Q4 2024.
  • Capital Advisors Ltd first reported a position in PowerSchool Holdings, Inc. in Q3 2022 and held it in 9 quarters.
  • Capital Advisors Ltd's PowerSchool Holdings, Inc. position peaked at $0 in Q3 2024.
  • 1 fund tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q4 2024.

Based on Capital Advisors Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.