CWP
PS

CFM Wealth Partners’s Pluralsight, Inc. Class A Common Stock PS Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-3,625
Closed -$65K – 503
2020
Q2 		$65K Sell
3,625
-245
-6% -$4.15K 0.02% 248
2020
Q1 		$42K Hold
3,870
– – 0.02% 286
2019
Q4 		$78K Buy
+3,870
New +$65.9K 0.03% 231

Other funds holding PS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

CFM Wealth Partners's PS Position: Q3 2020 in Review

CFM Wealth Partners sold out of Pluralsight, Inc. Class A Common Stock (PS) in Q3 2020, closing a stake of 3,625 shares — an estimated $65K sold.

CFM Wealth Partners first reported a position in PS in Q4 2019 and held it in 3 quarters. The position peaked at $78K in Q4 2019. 211 funds tracked by Wall St. Rank hold PS as of Q3 2020.

  • CFM Wealth Partners reported no remaining Pluralsight, Inc. Class A Common Stock position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 3,625 Pluralsight, Inc. Class A Common Stock shares in Q3 2020, an estimated $65K.
  • CFM Wealth Partners first reported a position in Pluralsight, Inc. Class A Common Stock in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Pluralsight, Inc. Class A Common Stock position peaked at $78K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held Pluralsight, Inc. Class A Common Stock as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.