CTWM
SQSP

Cherry Tree Wealth Management’s Squarespace, Inc. SQSP Stock Holding History

Cherry Tree Wealth Management’s Portfolio SQSP Stock Details SQSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-72
Closed -$2.38K – 628
2023
Q4 		$2.38K Hold
72
– – ﹤0.01% 491
2023
Q3 		$2.09K Hold
72
– – ﹤0.01% 478
2023
Q2 		$2.27K Buy
+72
New +$2.17K ﹤0.01% 484

Other funds holding SQSP

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cherry Tree Wealth Management's SQSP Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of Squarespace, Inc. (SQSP) in Q1 2024, closing a stake of 72 shares — an estimated $2.38K sold.

Cherry Tree Wealth Management first reported a position in SQSP in Q2 2023 and held it in 3 quarters. The position peaked at $2.38K in Q4 2023. 205 funds tracked by Wall St. Rank hold SQSP as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining Squarespace, Inc. position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 72 Squarespace, Inc. shares in Q1 2024, an estimated $2.38K.
  • Cherry Tree Wealth Management first reported a position in Squarespace, Inc. in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Squarespace, Inc. position peaked at $2.38K in Q4 2023.
  • 205 funds tracked by Wall St. Rank held Squarespace, Inc. as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.