Envestnet Asset Management’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Envestnet Asset Management’s Portfolio PWSC Stock Details PWSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,614	Closed	-$219K	–	4457
2024 Q3	$219K	Sell	9,614 -307,184	-97%	-$6.95M	﹤0.01%	3981
2024 Q2	$7.09M	Sell	316,798 -12,600	-4%	-$254K	﹤0.01%	1784
2024 Q1	$7.01M	Buy	329,398 +151,669	+85%	+$3.44M	﹤0.01%	1752
2023 Q4	$4.19M	Buy	177,729 +59,223	+50%	+$1.3M	﹤0.01%	2012
2023 Q3	$2.69M	Buy	118,506 +51,243	+76%	+$1.12M	﹤0.01%	2207
2023 Q2	$1.29M	Buy	+67,263	New	+$1.29M	﹤0.01%	2559

Other funds holding PWSC

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Envestnet Asset Management's PWSC Position: Q4 2024 in Review

Envestnet Asset Management sold out of PowerSchool Holdings, Inc. (PWSC) in Q4 2024, closing a stake of 9,614 shares — an estimated $219K sold.

Envestnet Asset Management first reported a position in PWSC in Q2 2023 and held it in 6 quarters. The position peaked at $7.09M in Q2 2024. 1 fund tracked by Wall St. Rank holds PWSC as of Q4 2024.

Envestnet Asset Management reported no remaining PowerSchool Holdings, Inc. position as of Q4 2024 after selling out during the quarter.
Envestnet Asset Management sold 9,614 PowerSchool Holdings, Inc. shares in Q4 2024, an estimated $219K.
Envestnet Asset Management first reported a position in PowerSchool Holdings, Inc. in Q2 2023 and held it in 6 quarters.
Envestnet Asset Management's PowerSchool Holdings, Inc. position peaked at $7.09M in Q2 2024.
1 fund tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q4 2024.

Based on Envestnet Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.