EverSource Wealth Advisors’s PowerSchool Holdings, Inc. PWSC Stock Holding History

EverSource Wealth Advisors’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	-138	Closed	-$3.15K	–	3842
2024 Q3	$3.15K	Buy	138 +55	+66%	+$1.24K	﹤0.01%	2401
2024 Q2	$1.87K	Buy	+83	New	+$1.67K	﹤0.01%	2570

Other funds holding PWSC

HNB

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

EverSource Wealth Advisors's PWSC Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of PowerSchool Holdings, Inc. (PWSC) in Q4 2024, closing a stake of 138 shares — an estimated $3.15K sold.

EverSource Wealth Advisors first reported a position in PWSC in Q2 2024 and held it in 2 quarters. The position peaked at $3.15K in Q3 2024. 1 fund tracked by Wall St. Rank holds PWSC as of Q4 2024.

EverSource Wealth Advisors reported no remaining PowerSchool Holdings, Inc. position as of Q4 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 138 PowerSchool Holdings, Inc. shares in Q4 2024, an estimated $3.15K.
EverSource Wealth Advisors first reported a position in PowerSchool Holdings, Inc. in Q2 2024 and held it in 2 quarters.
EverSource Wealth Advisors's PowerSchool Holdings, Inc. position peaked at $3.15K in Q3 2024.
1 fund tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.