Janney Montgomery Scott
PWSC

Janney Montgomery Scott’s PowerSchool Holdings, Inc. PWSC Stock Holding History

Janney Montgomery Scott’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
2023
Q4 		– Sell
-26,833
Closed -$608K – 2778
2023
Q3 		$608K Buy
26,833
+4,195
+19% +$91.9K ﹤0.01% 1641
2023
Q2 		$433K Buy
22,638
+7,583
+50% +$145K ﹤0.01% 1984
2023
Q1 		$298K Buy
+15,055
New +$329K ﹤0.01% 2054

Other funds holding PWSC

VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Janney Montgomery Scott's PWSC Position: Q4 2023 in Review

Janney Montgomery Scott sold out of PowerSchool Holdings, Inc. (PWSC) in Q4 2023, closing a stake of 26,833 shares — an estimated $608K sold.

Janney Montgomery Scott first reported a position in PWSC in Q1 2023 and held it in 3 quarters. The position peaked at $608K in Q3 2023. 171 funds tracked by Wall St. Rank hold PWSC as of Q4 2023.

  • Janney Montgomery Scott reported no remaining PowerSchool Holdings, Inc. position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 26,833 PowerSchool Holdings, Inc. shares in Q4 2023, an estimated $608K.
  • Janney Montgomery Scott first reported a position in PowerSchool Holdings, Inc. in Q1 2023 and held it in 3 quarters.
  • Janney Montgomery Scott's PowerSchool Holdings, Inc. position peaked at $608K in Q3 2023.
  • 171 funds tracked by Wall St. Rank held PowerSchool Holdings, Inc. as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.