EFA
PSIX

Evernest Financial Advisors’s Power Solutions International PSIX Stock Holding History

Evernest Financial Advisors’s Portfolio PSIX Stock Details PSIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,500
Closed -$223K – 176
2024
Q4 		$223K Buy
+7,500
New +$219K 0.06% 149

Other funds holding PSIX

GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Evernest Financial Advisors's PSIX Position: Q1 2025 in Review

Evernest Financial Advisors sold out of Power Solutions International (PSIX) in Q1 2025, closing a stake of 7,500 shares — an estimated $223K sold.

Evernest Financial Advisors first reported a position in PSIX in Q4 2024 and held it in 1 quarter. The position peaked at $223K in Q4 2024. 65 funds tracked by Wall St. Rank hold PSIX as of Q1 2025.

  • Evernest Financial Advisors reported no remaining Power Solutions International position as of Q1 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 7,500 Power Solutions International shares in Q1 2025, an estimated $223K.
  • Evernest Financial Advisors first reported a position in Power Solutions International in Q4 2024 and held it in 1 quarter.
  • Evernest Financial Advisors's Power Solutions International position peaked at $223K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held Power Solutions International as of Q1 2025.

Based on Evernest Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.