IFAM
PWSC

Institutional & Family Asset Management’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Institutional & Family Asset Management’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
-74
Closed -$1.57K – 791
2024
Q1 		$1.57K Buy
+74
New +$1.68K ﹤0.01% 600

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

Institutional & Family Asset Management's PWSC Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of PowerSchool Holdings, Inc. (PWSC) in Q2 2024, closing a stake of 74 shares — an estimated $1.57K sold.

Institutional & Family Asset Management first reported a position in PWSC in Q1 2024 and held it in 1 quarter. The position peaked at $1.57K in Q1 2024. 191 funds tracked by Wall St. Rank hold PWSC as of Q2 2024.

  • Institutional & Family Asset Management reported no remaining PowerSchool Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 74 PowerSchool Holdings, Inc. shares in Q2 2024, an estimated $1.57K.
  • Institutional & Family Asset Management first reported a position in PowerSchool Holdings, Inc. in Q1 2024 and held it in 1 quarter.
  • Institutional & Family Asset Management's PowerSchool Holdings, Inc. position peaked at $1.57K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.