CPA
PSQH icon

Clear Point Advisors’s PSQ Holdings PSQH Stock Holding History

Clear Point Advisors’s Portfolio PSQH Stock Details PSQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$25 – 424
2024
Q3 		$25 Hold
1
– – ﹤0.01% 563
2024
Q2 		$38 Hold
1
– – ﹤0.01% 554
2024
Q1 		$54 Hold
1
– – ﹤0.01% 552
2023
Q4 		$52 Buy
+1
New +$90 ﹤0.01% 534

Other funds holding PSQH

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
HCM
Heights Capital Management San Francisco, California $359M AUM 7.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Clear Point Advisors's PSQH Position: Q4 2024 in Review

Clear Point Advisors sold out of PSQ Holdings (PSQH) in Q4 2024, closing a stake of 1 share — an estimated $25 sold.

Clear Point Advisors first reported a position in PSQH in Q4 2023 and held it in 4 quarters. The position peaked at $54 in Q1 2024. 67 funds tracked by Wall St. Rank hold PSQH as of Q4 2024.

  • Clear Point Advisors reported no remaining PSQ Holdings position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1 PSQ Holdings share in Q4 2024, an estimated $25.
  • Clear Point Advisors first reported a position in PSQ Holdings in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's PSQ Holdings position peaked at $54 in Q1 2024.
  • 67 funds tracked by Wall St. Rank held PSQ Holdings as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.