First Trust Advisors’s PowerSchool Holdings, Inc. PWSC Stock Holding History

First Trust 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 Q2	–	Sell	-103,627	Closed	-$2.21M	–	2458
2024 Q1	$2.21M	Sell	103,627 -96,560	-48%	-$2.19M	﹤0.01%	1693
2023 Q4	$4.72M	Buy	200,187 +158,752	+383%	+$3.49M	0.01%	1292
2023 Q3	$939K	Sell	41,435 -18,967	-31%	-$416K	﹤0.01%	1983
2023 Q2	$1.16M	Sell	60,402 -148,949	-71%	-$2.85M	﹤0.01%	1944
2023 Q1	$4.15M	Sell	209,351 -177,090	-46%	-$3.88M	﹤0.01%	1328
2022 Q4	$8.92M	Buy	386,441 +228,217	+144%	+$4.47M	0.01%	994
2022 Q3	$2.64M	Buy	+158,224	New	+$2.56M	﹤0.01%	1556
2021 Q4	–	Sell	-356,045	Closed	-$8.76M	–	2610
2021 Q3	$8.76M	Buy	+356,045	New	+$9.9M	0.01%	1045

Other funds holding PWSC

VEPM

Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

First Trust Advisors's PWSC Position: Q2 2024 in Review

First Trust Advisors sold out of PowerSchool Holdings, Inc. (PWSC) in Q2 2024, closing a stake of 103,627 shares — an estimated $2.21M sold.

First Trust Advisors first reported a position in PWSC in Q3 2021 and held it in 8 quarters. The position peaked at $8.92M in Q4 2022. 191 funds tracked by Wall St. Rank hold PWSC as of Q2 2024.

First Trust Advisors reported no remaining PowerSchool Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
First Trust Advisors sold 103,627 PowerSchool Holdings, Inc. shares in Q2 2024, an estimated $2.21M.
First Trust Advisors first reported a position in PowerSchool Holdings, Inc. in Q3 2021 and held it in 8 quarters.
First Trust Advisors's PowerSchool Holdings, Inc. position peaked at $8.92M in Q4 2022.
191 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q2 2024.

Based on First Trust Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.