Farther Finance Advisors’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Farther Finance 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	-431	Closed	-$9.83K	–	4208
2024 Q3	$9.83K	Sell	431 -25	-5%	-$565	﹤0.01%	2378
2024 Q2	$10.2K	Buy	456 +341	+297%	+$6.88K	﹤0.01%	2071
2024 Q1	$2.4K	Hold	115	–	–	﹤0.01%	2407
2023 Q4	$2.71K	Buy	115 +15	+15%	+$330	﹤0.01%	2298
2023 Q3	$2.27K	Hold	100	–	–	﹤0.01%	1809
2023 Q2	$1.91K	Hold	100	–	–	﹤0.01%	1766
2023 Q1	$1.98K	Hold	100	–	–	﹤0.01%	1652
2022 Q4	$2.31K	Buy	+100	New	+$1.96K	﹤0.01%	1404

Other funds holding PWSC

HNB

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

Farther Finance Advisors's PWSC Position: Q4 2024 in Review

Farther Finance Advisors sold out of PowerSchool Holdings, Inc. (PWSC) in Q4 2024, closing a stake of 431 shares — an estimated $9.83K sold.

Farther Finance Advisors first reported a position in PWSC in Q4 2022 and held it in 8 quarters. The position peaked at $10.2K in Q2 2024. 1 fund tracked by Wall St. Rank holds PWSC as of Q4 2024.

Farther Finance Advisors reported no remaining PowerSchool Holdings, Inc. position as of Q4 2024 after selling out during the quarter.
Farther Finance Advisors sold 431 PowerSchool Holdings, Inc. shares in Q4 2024, an estimated $9.83K.
Farther Finance Advisors first reported a position in PowerSchool Holdings, Inc. in Q4 2022 and held it in 8 quarters.
Farther Finance Advisors's PowerSchool Holdings, Inc. position peaked at $10.2K in Q2 2024.
1 fund tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q4 2024.

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