Envestnet Portfolio Solutions
PWSC

Envestnet Portfolio Solutions’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		– Sell
-12,736
Closed -$271K – 1713
2024
Q1 		$271K Buy
+12,736
New +$289K ﹤0.01% 1412

Other funds holding PWSC

VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Envestnet Portfolio Solutions's PWSC Position: Q2 2024 in Review

Envestnet Portfolio Solutions sold out of PowerSchool Holdings, Inc. (PWSC) in Q2 2024, closing a stake of 12,736 shares — an estimated $271K sold.

Envestnet Portfolio Solutions first reported a position in PWSC in Q1 2024 and held it in 1 quarter. The position peaked at $271K in Q1 2024. 191 funds tracked by Wall St. Rank hold PWSC as of Q2 2024.

  • Envestnet Portfolio Solutions reported no remaining PowerSchool Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 12,736 PowerSchool Holdings, Inc. shares in Q2 2024, an estimated $271K.
  • Envestnet Portfolio Solutions first reported a position in PowerSchool Holdings, Inc. in Q1 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's PowerSchool Holdings, Inc. position peaked at $271K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q2 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2024, filed 16 Jul 2024.