Clear Street’s PSQ Holdings PSQH Stock Holding History

Clear Street’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
2023 Q3	–	Sell	-8,333	Closed	-$1.28M	–	1254
2023 Q2	$1.28M	Buy	+8,333	New	+$1.27M	0.01%	240

Other funds holding PSQH

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

JCM

JAT Capital Management Greenwich, Connecticut $59.3M AUM 134.04% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Clear Street's PSQH Position: Q3 2023 in Review

Clear Street sold out of PSQ Holdings (PSQH) in Q3 2023, closing a stake of 8,333 shares — an estimated $1.28M sold.

Clear Street first reported a position in PSQH in Q2 2023 and held it in 1 quarter. The position peaked at $1.28M in Q2 2023. 44 funds tracked by Wall St. Rank hold PSQH as of Q3 2023.

Clear Street reported no remaining PSQ Holdings position as of Q3 2023 after selling out during the quarter.
Clear Street sold 8,333 PSQ Holdings shares in Q3 2023, an estimated $1.28M.
Clear Street first reported a position in PSQ Holdings in Q2 2023 and held it in 1 quarter.
Clear Street's PSQ Holdings position peaked at $1.28M in Q2 2023.
44 funds tracked by Wall St. Rank held PSQ Holdings as of Q3 2023.

Based on Clear Street's 13F filing for Q3 2023, filed 13 Nov 2023.