Corient Private Wealth
PSIL icon

Corient Private Wealth’s AdvisorShares Psychedelics ETF PSIL Stock Holding History

Corient Private Wealth’s Portfolio PSIL Stock Details PSIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16,408
Closed -$160K – 2545
2024
Q2 		$160K Hold
16,408
– – ﹤0.01% 2156
2024
Q1 		$244K Buy
16,408
+1,596
+11% +$23.5K ﹤0.01% 2001
2023
Q4 		$206K Buy
14,812
+1,204
+9% +$17K ﹤0.01% 2063
2023
Q3 		$219K Buy
13,608
+11,608
+580% +$212K ﹤0.01% 1877
2023
Q2 		$37.1K Hold
2,000
– – ﹤0.01% 2033
2023
Q1 		$37.4K Hold
2,000
– – ﹤0.01% 1958
2022
Q4 		$37.2K Buy
+2,000
New +$47.1K ﹤0.01% 1646

Other funds holding PSIL

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Corient Private Wealth's PSIL Position: Q3 2024 in Review

Corient Private Wealth sold out of AdvisorShares Psychedelics ETF (PSIL) in Q3 2024, closing a stake of 16,408 shares — an estimated $160K sold.

Corient Private Wealth first reported a position in PSIL in Q4 2022 and held it in 7 quarters. The position peaked at $244K in Q1 2024. 7 funds tracked by Wall St. Rank hold PSIL as of Q3 2024.

  • Corient Private Wealth reported no remaining AdvisorShares Psychedelics ETF position as of Q3 2024 after selling out during the quarter.
  • Corient Private Wealth sold 16,408 AdvisorShares Psychedelics ETF shares in Q3 2024, an estimated $160K.
  • Corient Private Wealth first reported a position in AdvisorShares Psychedelics ETF in Q4 2022 and held it in 7 quarters.
  • Corient Private Wealth's AdvisorShares Psychedelics ETF position peaked at $244K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held AdvisorShares Psychedelics ETF as of Q3 2024.

Based on Corient Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.